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DTSTART;TZID=America/New_York:20260728T183000
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UID:325298-1785263400-1785268800@www.midatlanticira.com
SUMMARY:Checkbook Control: The Power\, the Pitfalls\, and Whether You Need It
DESCRIPTION:You’ve probably heard the buzz around Checkbook Control LLCs inside a Self-Directed IRA — faster transactions\, fewer custodian touchpoints\, more flexibility. And for the right investor\, it can be a powerful structure. But here’s what most people don’t tell you: it’s not the right fit for everyone\, and setting one up without fully understanding the rules can put your entire IRA at risk. In this live session\, Jack Kiley from MidAtlantic IRA will walk you through exactly how Checkbook LLCs work\, who they’re built for\, what the IRS expects\, and the red flags to watch for before you move forward. Whether you’re seriously considering this structure or just trying to separate fact from hype\, this is the conversation you need to have first.
URL:https://www.midatlanticira.com/event/checkbook-control-the-power-the-pitfalls-and-whether-you-need-it/
CATEGORIES:Strategy Groups
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DTSTART;TZID=America/New_York:20260729T150000
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UID:325344-1785337200-1785339000@www.midatlanticira.com
SUMMARY:Understanding Self-Directed IRAs
DESCRIPTION:Self-Directed IRAs allow investors to hold alternative assets such as real estate\, private lending\, and private placements inside a retirement account. While the concept is powerful\, the process\, rules\, and responsibilities are often misunderstood.  \n\nThis live webinar is designed to provide a clear\, practical introduction to Self-Directed IRAs for those who are curious\, actively exploring opportunities\, or preparing to fund an investment.  \n\nWe will cover what a Self-Directed IRA actually is\, how it differs from traditional brokerage accounts\, who this approach tends to work best for\, and what the real process and timelines look like. We will also discuss the role of the custodian\, your responsibilities as the account holder\, and the IRS rules that must be followed to keep a retirement account in good standing.  \n\nThis session is educational and high level. It is not a sales presentation and it is not individualized advice. There will be time for general questions at the end\, with deal specific conversations handled one on one.  \n\nWhether you are actively working on a deal or simply want to understand your options before the need arises\, this webinar is designed to help you make informed decisions about your retirement investing.
URL:https://www.midatlanticira.com/event/understanding-self-directed-iras-17/
CATEGORIES:Webinars
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