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Exclusive Client-Only Self-Directed IRA Strategy Group Meeting

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.

Partnering With Your Self-Directed IRA

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.

Clients Only Strategy Group

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 […]

401k Plans & Other Retirement Plan Options

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.

Clients Only Strategy Group

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 […]

Jack’s Annual Tax Update

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.

Client Strategy Session: Monthly Mastermind for Self-Directed Investors

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.