Strategy Groups

Savvy investors know the power of leverage. At our next Strategies Group Meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will show you how to borrow money and apply leverage within your self-directed IRA.

Are you ready to revolutionize your real estate investment strategy? Join us for an insightful event focused on the exciting world of rehabbing with a self-directed IRA. Whether you're a seasoned real estate investor or just dipping your toes into the market, this event is your gateway to discovering the lucrative opportunities available through self-directed […]

This intimate event is your chance to delve deep into the world of self-directed IRAs alongside fellow clients who share your commitment to financial empowerment and independence. Led by seasoned experts in retirement investing, this gathering promises invaluable insights, personalized guidance, and actionable strategies designed to elevate your investment journey to new heights.

At our next Strategies Group Meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will show you the best structures for pooling capital, how to combine IRA funds with other real estate investor funds, and the potential pitfalls of using IRA funds.

You're invited to an exclusive session crafted specifically for our esteemed clients who are keen on harnessing the power of self-directed Individual Retirement Accounts (IRAs).  If you're interested in attending this event and are a current MidAtlantic IRA client, please email Sioban at hello@midatlanticira.com for the registration link.

At our next Strategies Group Meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will show you other retirement plan options that still give you self-directed control, how they work if you're a sole proprietor or have an LLC/S-Corp/C-Corp, how to maximize the various contribution limits, and the greater flexibility you may enjoy with certain plans.

Every month, Jack hosts an exclusive Clients Only Strategy Group where you can pick his tax brain and meet like-minded people in the industry. If you're interested in joining, email Sioban at misc@midatlanticira.com for the Zoom Link.

Learn what changes are important to you and if you need to do anything to re-position yourself. Come understand what potential tax law changes could impact you next year. Listen to what your peers are doing and discover new opportunities.

Each month, we gather to dive deeper into advanced topics, real-life investment strategies, and timely updates that impact your portfolio. It’s a chance to learn from other investors, get direct support, and fine-tune your next move — all in a trusted circle.