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
Register Here
Investing in Real Estate
Register Here
Traditional vs Roth IRAs
Register Here
The Power of Leverage
Register Here
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
Did You Give to Charity in 2021? Make Sure You Have Substantiation.
If you’re deducting a charitable contribution on your tax return of $250 or more, you need a written acknowledgment from the charity. What if you haven’t yet received a letter for a charitable donation you made in 2021? Here are the rules.
Smooth Sailing: Tips To Speed Processing and Avoid Hassles This Tax Season
Help speed processing and avoid hassles this tax season with these tips.
Help Safeguard Your Personal Information By Filing Your 2021 Tax Return Early
Want to get your tax return sooner and protect yourself from tax identity theft? File your tax return early.
How Will Revised Tax Limits Affect Your 2022 Taxes?
How much can you contribute to a 401(k) plan for 2022? How much is the standard deduction? How much do you have to earn this year before you can stop paying Social Security on your salary? Here are some answers to these and other tax-related questions for 2022.
Defer Tax with a Like-kind Exchange
With real estate prices up in some markets, the “like-kind” exchange strategy may be attractive if you want to sell commercial or investment real estate.
There’s A Deduction For Student Loan Interest…But Do You Qualify For It?
College is expensive and you may have taken student loans to pay for it. Can you deduct the interest you pay on these loans? Here are the rules.