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
Retirement plan early withdrawals: Make sure you meet the requirements to avoid penatly
Breaking into a retirement plan before age 59½ may result in a penalty tax. But there are exceptions. Here are the rules, along with what happened to one taxpayer who tried to avoid the penalty because he had diabetes.
Why you might want to file early and answers to other tax season questions
Why is it a good idea to file a tax return early? Here’s the answer to that and other filing season questions you may have.
Tax-saving Ways to Help Pay For College – Once Your Child Starts Attending
As any parent of a college student knows, higher education is expensive. Fortunately, there are some tax breaks for eligible parents.
Employers Should Be Wary of ERC Claims That Are Too Good To Be True
Have you heard ads on TV telling businesses how they can claim a huge Employee Retention Credit? It might be possible for some employers but it also might be too good to be true.
SECURE 2.0 Law May Make You More Secure in Retirement
Want to save more for retirement? You might be able to with the many changes in a new law signed on Dec. 29, 2022.
Save For Retirement By Getting The Most Out Of your 401(k) Plan
Are you contributing enough to your employer’s 401(k) plan or Roth 401(k)? Here are the contribution limits for 2023.