Upcoming Strategy Groups
From Blueprint To Buy-In
Monday June 9th at 6:30pm EST
The Rehab Playbook
Tuesday, June 24th at 6:30pm EST
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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
Play Your Tax Cards Right with Gambling Wins & Losses
For those who enjoy gambling as a hobby, as a professional or only on occasion, be sure you understand the tax hand you’ve been dealt. The TCJA could make the consequences a little different from last year.
Choosing the Right Accounting Method
The availability of the cash method of accounting for tax purposes has been expanded by the TCJA. If your business is currently using the accrual method, it might be time for a change.
Roth Conversions & TCJA
There still may be time to undo your 2017 Roth IRA conversion. But think twice before converting this year because you won’t have the same flexibility with a 2018 conversion.
TCJA and AMT
The alternative minimum tax (AMT) has long been a worry to many individual taxpayers. Learn how TCJA changes might affect your AMT risk, and see our AMT planning tips.
Why The “Kiddie Tax” Is More Dangerous Than Ever
If you’re considering making a gift of income-producing or appreciated assets to a minor or a college student, beware of the big, bad kiddie tax. It’s fiercer under the TCJA.
Close Up: QBI Deduction’s Wage Limit
The TCJA’s new deduction for owners of pass-through entities can be 20% of qualified business income. But a wage-based limit applies if an owner’s taxable income exceeds certain levels. Find out how the limit works.