Upcoming Strategy Groups
Clients Only Strategy Group
Monthly on the 2nd Tuesday
Self-Directed IRA Workshop
Monthly on the 4th Tuesday
Sign-up for a Webinar
Introduction to Self-Directed IRAs
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Investing in Real Estate
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Traditional vs Roth IRAs
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The Power of Leverage
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Self-Directing Your IRA
Investing in what you know best is part of the power of a Self-Directed IRA. A truly Self-Directed IRA allows you to invest in assets that are alternatives of conventional stocks, bonds and mutual funds. These assets, which are also approved by the IRS, include real estate, notes, private placements, gold, natural resources and much more. Many types of IRA accounts (Traditional IRA, Roth IRA, Individual 401(k), SEP IRA and SIMPLE IRA) have the capability of being self-directed.
What We Offer
At MidAtlantic IRA, we allow to you to invest in any asset that is permitted by the IRS. Some of your investment options include:
Real Estate
Notes
Private Stock
Precious Metals
Oil and Gas
Raw Land
Estimated Tax Payments: Who Owes Them and When is The Next One Due?
Self-employed taxpayers generally must make quarterly estimated tax payments. But even if you’re not self-employed, you may have to make them to avoid a penalty if you don’t have enough federal tax withheld. Here are the rules.
Is Your Withholding Adequate? Here’s How To Check.
A big tax bill (or a large refund) may mean you don’t have the proper amount of tax withheld from your paycheck. Here’s how to make sure that doesn’t happen next year.
Tax Breaks for Small Businesses
You don’t have to be a large business to benefit from tax breaks. Here are 3 ways that eligible small businesses can save on taxes.
The Kiddie Tax: Does it Affect Your Family?
Do your children have investment income? They may owe “kiddie tax.” Here are the basic rules.
The Ins and Outs of Series EE Savings Bond Taxation
Do you own Series EE bonds? Take a look at the issue dates to see if the bonds are no longer earning interest. Here’s some information about how bond interest is taxed.
IRA Charitable Donations: An Alternative to Taxable Required Distributions
Here’s a strategy for older taxpayers who are philanthropically inclined and also take distributions from their traditional IRAs.