Upcoming Strategy Groups
Clients Only Strategy Group
Monthly on the 2nd Tuesday
Self-Directed IRA Workshop
Monthly on the 4th Tuesday
Sign-up for a Webinar
Introduction to Self-Directed IRAs
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Investing in Real Estate
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Traditional vs Roth IRAs
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The Power of Leverage
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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.
What We Offer
At MidAtlantic IRA, we allow to you to invest in any asset that is permitted by the IRS. Some of your investment options include:
Real Estate
Notes
Private Stock
Precious Metals
Oil and Gas
Raw Land
Inheriting Stock Or Other Assets? You’ll Receive A Favorable “Stepped-Up Basis”
When planning your estate or inheriting assets, it’s essential to understand the “step-up” basis rules. They can affect the taxes due on the sale of the assets.
That Email Or Text From The IRS: It’s A Scam!
Criminals keep coming up with new ways to try and steal information from taxpayers. Here are a few of their scams and how you can avoid them.
The Trust Fund Recovery Penalty: Who Can It Be Personally Assessed Against?
The Trust Fund Recovery Penalty is personally imposed on certain business owners and managers when employment taxes aren’t paid to the government. Here are the rules, along with two cases where individuals were held liable for the harsh penalty.
Are You Married And Not Earning Compensation? You May Be Able To Put Money In An IRA
If you’re married and don’t earn compensation, you may think you can’t contribute to a retirement plan. But you may be eligible for a spousal IRA. Here are the rules for 2023.
Are you married and not earning compensation? You may be able to put money in an IRA
If you’re married and don’t earn compensation, you may think you can’t contribute to a retirement plan. But you may be eligible for a spousal IRA. Here are the rules for 2023.
When can seniors deduct Medicare premiums on their tax returns?
Seniors who have Medicare insurance (including supplemental) know that it can be costly to get the desired coverage. If this is your situation, you may be able to deduct the cost of premiums, along with other medical expenses, on your tax return.