The Mid Atlantic Fund

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.

Meet Our Partners

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

Learn more Details

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.

FAQ's

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.

Advanta IRA

Advanta IRA

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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The Entrust Group

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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Rocket Dollar

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

Fees: Starting at $360 and then $15 a month. You can use the code [“MIDATLANTIC”] for $50 off right before checkout.

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IRA Club

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.

Fees: Starting at $360 and then $15 a month. You can use the code [“MIDATLANTIC”] for $50 off right before checkout.

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uDirect IRA Services

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.

Fees: Minimum Recordkeeping Fee* (fee includes your cash account and one asset)$199 Additional Asset (per year) $75

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IRA Resources

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.

Fees: Minimum Recordkeeping Fee* (fee includes your cash account and one asset)$199 Additional Asset (per year) $75

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Equity Trust

Equity Trust Company and its predecessor companies have been privately owned by the Desich family since 1974. We invite you to reimagine your retirement by enabling you to invest your IRA or other account into alternative assets such as real estate, private equity, precious metals, cryptocurrency, and more. Equity Trust’s track record of service excellence, paired with streamlined technology, is unmatched in the industry.
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Midland trust

Midland opens opportunities in the alternative investment market and makes investing easy. Since 1994. Midland has helped individual investors and financial professionals achieve their financial goals through alternative investments. Their services give clients complete control over their retirement investment decisions by allowing them to self direct.