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Education Center

Education Center, Featured, In the News

Two Ways to Start a Roth IRA for Your Child

Setting up a Roth IRA for your child enables you to gain extra time for tax-free growth on your...
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Education Center, Featured

Investor Awareness Tips

According to the Investment Company Institute, there was $9.4 trillion in IRA accounts on March 31,...
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Education Center, Featured

2021 Year-End Tax Planning Tips

It’s time to start thinking about year-end tax planning. 2021 is coming to a close, and there is no...
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alternative investments, Education Center

Futures and Forex Trading in an IRA – The Midland Process, Explained

The process of futures and forex can seem hard at first. But, after breaking it down, you begin to...
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alternative investments, Education Center, Featured

Individual 401(k) Plans – Investment Benefits and Qualifications

As an experienced custodian, we have seen over 10,000 clients purchase real estate in their IRAs....
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Education Center, Real Estate IRAs

Required Minimum Distributions (RMD) in an IRA: The Basics

If you have a Traditional IRA and you are 72, you have a required minimum distribution or RMD. For...
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Education Center, Featured

Credit Card Debt Management Tips

Many of us did not learn how to budget in college or from our parents. This vital life lesson is a...
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alternative investments, News, Education Center, Featured, accredited investor

SEC Announces New Accredited Investor Status

In August 2020, the Securities and Exchange Commission (SEC) adjusted its definition of an...
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Education Center, Featured

Budgeting With the Goal to Save and Invest for Millennials

Budgeting can be an essential tool for financial success. Many personal finance experts suggest...
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alternative investments, Education Center, Featured

Lend Money From an IRA or Other Retirement Account

How to Lend Money from Your IRA Yes, you can lend money from your retirement account. It’s called...
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Mailing Address Midland IRA, Inc., PO Box 07520, Fort Myers, FL 33919 


General Phone Number 239-333-1032

 

MIDLAND TRUST COMPANY, NOR ITS AFFILIATES OR SUBSIDIARIES (COLLECTIVELY REFERRED TO AS "MIDLAND"), IS NOT A FIDUCIARY: Midland’s role as the Custodian and/or Administrator of self-directed retirement accounts is non-discretionary and/or administrative in nature. The account holder or his/her authorized representative must direct all investment transactions and choose the investment(s) for the account, and is responsible for conducting his/her own due diligence. Midland has no responsibility or involvement in selecting or evaluating any investment and does not conduct any due diligence on any investment. Nothing contained herein shall be construed as investment, legal, tax, or financial advice or as a guarantee, endorsement, or certification of any investments.

 
 
 
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