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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.
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Understanding Self-Directed IRAs
March 4th at 2pm Eastern
How to Calculate Your Required Minimum Distribution (RMD)
RMD calculations are straightforward once your account values are up to date. With self-directed IRAs, it’s critical to keep your Fair Market Values current each year — so your RMD is calculated correctly and you stay penalty-free. MidAtlantic IRA does the math for you, but your advisors can help decide when and how to take your RMD in a way that fits your retirement strategy.
How RMDs Fit into Your Retirement Strategy
RMDs are more than just compliance — they affect how your retirement plan unfolds across taxes, income, investments, and estate goals.
Common Misconceptions About RMDs
RMDs don’t have to be complicated, but misinformation can make them seem harder than they are. Knowing the facts helps you plan ahead and avoid unnecessary penalties.
5 Potential Tax Breaks to Know Before Moving a Parent into a Nursing Home
If you have a parent moving into a nursing home, taxes are probably not on your mind. However, there may be tax breaks.
What Types of Real Estate Can You Hold in an IRA?
Most investors know they can hold stocks, bonds, and mutual funds in their retirement accounts. But fewer realize that a Self-Directed IRA opens the door to something far more tangible: real estate. And we’re not just talking about Real Estate Investment Trusts...
Six Reasons to Use IRAs for Real Estate Investing
Did you know you can use your IRA, or even someone else’s, to invest in real estate? Self-Directed IRAs open the door to a wide range of opportunities beyond Wall Street. Here are six reasons why real estate belongs on your retirement investment radar: