New Client Online Portal Coming April 1st
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.
Sign-up for a Webinar
Understanding Self-Directed IRAs
March 4th at 2pm Eastern
Making the Most of the New Deduction for Seniors
Beginning in 2025, individuals age 65 or older generally can claim a new “senior” deduction of $6,000 under the One Big Beautiful Bill Act (OBBBA). But if your 2025 modified adjusted gross income (MAGI) exceeds $75,000 ($150,000 if you’re a married joint filer), a MAGI-based phaseout will reduce (or may even eliminate) the deduction.
Tax Liens 101: How Investors Use IRAs to Earn Double-Digit Returns Safely
Most investors think of the stock market when they picture retirement, but tax lien investing offers another path. By purchasing liens on unpaid property taxes, you can earn fixed returns backed by real estate. This article explains how tax liens work and why they appeal to self directed IRA investors.
How to Finance Real Estate in a Self-Directed IRA
Most investors know you can use a Self-Directed IRA to buy real estate. What surprises many is that your IRA does not always have to pay all cash. Under the right circumstances, your IRA can borrow money to acquire property, which opens the door to larger or more...
What Happens If I Miss My RMD Deadline?
Missing your RMD deadline can be expensive — but with MidAtlantic’s reminders, calculations, and support, you’ll have everything you need to stay compliant and penalty-free.
Using Qualified Charitable Distributions (QCDs) to Satisfy Your RMD
A Qualified Charitable Distribution allows you to support causes you care about while meeting your RMD requirement — and it may reduce your taxable income.
The SECURE Act and RMDs: What Changed?
The SECURE Acts raised the RMD starting age from 70½ to 72 to 73 — and eventually to 75. Staying on top of these changes ensures you remain compliant and make the most of your retirement planning.