The Mid Atlantic Fund

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IRA Investing

Meet our Preferred Providers

Self-directed investing is simple, if not easy; Mid Atlantic in now approved for IRA investments! We work with some of the nation’s leading IRA custodians. They put you in the driver seat when it comes to investing with your IRA.
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About investing with
 your IRA

Investing with an Individual Retirement Account (IRA) provides a strategic avenue for building a secure financial future. With options including Traditional IRAs, where contributions are tax-deductible and growth is tax-deferred, and Roth IRAs, offering tax-free qualified withdrawals, IRAs offer flexibility tailored to different financial goals. These accounts offer a wide array of investment opportunities, encompassing stocks, bonds, mutual funds, and more, enabling individuals to craft diversified portfolios that align with their risk tolerance and aspirations.

FAQs

Frequently Asked Questions

The investment will be in the name of the IRA account. Interest distributions will be paid directly into the IRA’s name. That cash will be available in the IRA for other investments or annual distributions to you.

We have compiled below some of the nations leading IRA custodians and made it simple and easy to compare benefits and price. Choose the best partner below.

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  • Professional
  • Dependable
  • Accommodating
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Advanta IRA

  • Setup Fee: $50
  • Annual fee: $295
  • Asset Fee: $95
Advanta IRA Capital Group was founded in 2003 on the principle that people should take a proactive approach to their retirement savings and invest in things they know and understand. Advanta IRA is an elite provider of self-directed plans serving clients across the nation. Their mission is to enlighten and empower people who want to take an active role in building retirement wealth.
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  • Experienced
  • Reliable
  • Client-Driven
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The Entrust Group

  • Setup fee: $50
  • Annual fee: $199+
  • Asset Fee: 0% to 0.15%
Unlock the potential of your retirement funds with the originators of self-directed investing. Entrust operates from a client-first approach, offering responsive customer service and industry-leading client education. Plus, the Entrust Client Portal sets industry standards, simplifying account management and providing clients with a seamless navigation experience.
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  • Diverse
  • Innovative
  • Honest
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Rocket Dollar

  • Setup fee: $360
  • Annual fee: $180
  • Asset Fee: None
Rocket Dollar was founded in 2018 with the belief that retirement is changing. They believe that people should not be limited in their investment options as they work towards the retirement they envision for themselves. Their here to make it safe, simple, and fast for people to take control of their retirement savings. IRA Capital Group
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  • Flexible
  • Transparent
  • Compliant
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IRA Club

  • Setup fee: None
  • Annual fee: $195 (waived the first year)
  • Asset Fee: $195

There are more options besides stocks, bonds, and mutual funds. Unlike classic brokerage firms, IRA Club allows you to select alternative investments best suited for your future. Doing so gives you back control, flexibility, and the opportunity for much higher returns without creating artificial restrictions on IRAs and Solo 401ks. Since 2008, IRA Club, a Self-Directed IRA administrator, has serviced thousands of clients nationwide. IRA Club keeps you compliant while charging flat fees, allowing for more money in your retirement account.

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  • Trustworthy
  • Efficient
  • Flexible
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Equity Trust

  • Setup fee: $50
  • Annual fee: $325
  • Asset Fee: $125
Helping Investors Achieve Their Retirement Goals Since 1996. A Better, Less Expensive, Way to Save for Retirement. IRAR Trust Company is a custodian for self-directed IRA Capital Group . IRA investors turn to them because they trust them to stay affordable, know the answers, and provide the service they deserve. That’s exactly what they strive to deliver each day.
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  • Compassionate
  • Collaborativez
  • Transparent
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Madison Trust Company

  • Setup fee: $50
  • Annual fee: $420
  • Asset fee: None

Madison Trust Company is a full-service Self-Directed IRA custodian dedicated to helping you expand your retirement portfolio beyond Wall Street. We strive to deliver uncompromising client support and proficient educational resources. As an industry leading custodian, we equip you with the investment tools to achieve a fulfilling retirement while enjoying the journey along the way.

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  • Transparent
  • Adaptable
  • Empowering
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uDirect IRA Services

  • Setup fee: $50
  • Annual fee: $275
  • Minimum Cash Reserve: $325

At uDirect IRA Services, the investments in your retirement account can be self-directed by “U”. With the help of “uDirect”, you can invest your retirement dollars in alternative assets including: real estate, private placements, trust deeds, notes, precious metals, and more to improve your financial future. Investments outside of the stock market. “Self-Directed” means you make all the buy and sell decisions. We only engage in investments, transactions, and sell orders which you dictate to us. For a large number of people, the self-directed approach makes the most sense because you aren’t locked into the narrow choices and self-serving interests of a mutual fund, bank, brokerage, or life insurance company custodian.

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  • Quick
  • Personable
  • Communicative
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IRA Resources

  • Setup fee: $100
  • Annual fee: $199
  • Asset Fee: $75
Helping Investors Achieve Their Retirement Goals Since 1996. A Better, Less Expensive, Way to Save for Retirement. IRAR Trust Company is a custodian for self-directed IRA Capital Group . IRA investors turn to them because they trust them to stay affordable, know the answers, and provide the service they deserve. That’s exactly what they strive to deliver each day.
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Tell us About your Investment Objectives

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Mid Atlantic Advisory Group, LLC  is not a registered broker-dealer, investment advisor or crowdfunding portal. Mid Atlantic does not make any recommendations regarding the appropriateness of particular opportunities for any investor. Investment opportunities may be speculative and involve substantial risk. You should not invest unless you can sustain the risk of loss of capital, including the risk of total loss of capital. Mid Atlantic Senior Secured Income Fund (“The Fund’) is a wholly owned subsidiary of Mid Atlantic. Mid Atlantic Advisory Group, LLC. The fund is being offered under Regulation D section 506(c) of the Securities Exchange Act of 1933.   All investors must be accredited and verify their accreditation as outlined by the SEC and section rule 501(a) of the Act. Credo Capital Management LLC provides asset management services to the fund and other private fund clients and does not otherwise provide investment advisory services.  Credo Capital Management is exempt from registration as an investment advisor under section 203A of the Investment Advisers Act of 1940.