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Webinar: Traditional vs Roth IRAs

Join us to learn what are Traditional and Roth IRAs.

Jack Kiley of MidAtlantic IRA will explore where these retirement accounts are similar and, more importantly, where they are different.

Understanding the differences may help you assess which is a better option for you.

Webinar: Traditional vs Roth IRAs

Join us to learn what are Traditional and Roth IRAs.

Jack Kiley of MidAtlantic IRA will explore where these retirement accounts are similar and, more importantly, where they are different.

Understanding the differences may help you assess which is a better option for you.

Annual Contribution Limits for 2019

As 2018 is comes to a close, we all begin to look ahead to 2019. For 2019 many of the contribution limits increased from their 2018 levels. In calculating these, IRS compares the official cost of living increase from September of 2018 to September of 2017. Because the cost of living was higher in 2018 many of the indexed (for inflation) contributions, limitations, thresholds, etc in the IRS were adjusted.

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.

Does Converting to a Roth IRA Make Sense for You?

By John “Jack” F. Kiley, CPA, CISP Managing Partner / MidAtlantic IRA, LLC Periodically, the question arises of whether or not you should convert a Traditional IRA to a Roth IRA. Generally, clients must “crunch the numbers” to decide whether or not this makes...

Real Estate Money Meetup – Baltimore

If you don’t have a self-directed IRA, what advantages are you missing?  If you already have one, how can you make the most of it?  How about tapping the power of other people’s IRAs? Come to our next Strategies IRA Meeting and let Jack Kiley show you the...