Who could benefit from investing with a Self-Directed IRA? Anyone of any age. In other words: YOU. Learn the basics about this powerful tool during our next webinar: Self-Directed IRAs 101.
During this webinar, Jack Kiley, CPA, CISP of MidAtlantic IRA will get back to basics with you. You’ll learn exactly what a Self-Directed IRA is and what the “ground rules” are, so you can stay in compliance while you enjoy the benefits.
Do you have self-directed retirement plan options beyond IRAs? Yes. Several! Learn all about them at our next Strategies IRA Meeting.
Self-Directed IRAs are terrific. But what if you want something different? Something more?
Jack Kiley of MidAtlantic IRA will help you understand:
• Other retirement plan options that still give you self-directed control
• How they work if you’re a sole proprietor or if you have an LLC, S-corp, or C-corp
• Contribution limits and how you can maximize them
• The greater flexibility you enjoy with certain plans
If you want to maximize the power of a self-directed retirement plan, join us and tap Jack’s expertise on these investment strategies.
This is the latest in a series of monthly Strategies IRA Meetings for 2019. Your moderator Jack Kiley has planned a step-by-step educational program for you throughout the year. So set your calendar now for the last Tuesday of every month. By the end of the year you’ll be well educated — and you could be far wealthier!
Come to our next Strategies IRA Meeting and let Jack Kiley show you why self-directed IRAs might be a great source of investing capital. Whether you have a Self-Directed IRA already…you’re thinking about opening one… or you’re just curious… come and explore these potentially powerful strategies!
As most of you know, we don’t charge for this Meetup, but we do ask that you support our friends at City Barrel Brewing Company.
Trying to decide where to retire? To avoid unpleasant tax surprises, it’s critical to consider state and local income, property, sales and estate taxes.
April 17 isn’t the only important tax-related deadline for individuals this year. To avoid interest and penalties, or simply to make the most of tax-saving opportunities, be sure you’re aware of these key dates for the rest of 2018.