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
Providing A Company Car? Here’s How Taxes Are Handled.
Providing a company car to executives at your business is a prized perk. Here are the basic tax rules involved in this fringe benefit.
How Are Court Awards and Out-of-court Settlements Taxed?
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With Year-End Approaching, 3 Ideas That May Help Cut Your Bill
Before you know it, we’ll be ringing in 2022. You may still have time to reduce your 2021 federal tax liability by taking these steps.
New Digital Asset Reporting Requirements Will Be Imposed in Coming Years
Buried in the infrastructure law that was just enacted is a change in the way cryptocurrency transactions are reported to the IRS.
Businesses Can Show Appreciation – And Gain Tax Breaks – With Holiday Gifts and Parties
Is your business giving holiday gifts to employees or customers this year? Or are you throwing a holiday party? Here are the tax rules.
Feeling Generous at Year End? Strategies for Donating to Charity or Gifting to Loved Ones.
Feeling generous this year? Here are the basic rules for charitable contributions and gifts to loved ones.