Your Gateway to Freedom in Your Retirement Plan

Midland IRA specializes in holding alternative assets in IRA accounts. Alternative assets can include: real estate, precious metals, promissory notes, private equity, and more. With a self-directed IRA, investors have the freedom to select their own assets and manage them as they see fit; account owners call the shots. For those who want a smarter way to save for retirement, Midland IRA can help you achieve the retirement you’ve always dreamed of. As an expert self-directed IRA administrator, we provide custodial services, record keeping and ongoing education for our clients.

Administrative Services

Federal regulation requires a qualified trustee or administrator to hold IRA assets on behalf of the IRA owner. Midland IRA provides administrative services to hold assets and title of the investments in your self-directed IRA account.

Record Keeping

Midland provides administrative services for the IRA on your behalf, including tax reporting, account statements, processing transactions, making bill payments, receiving income deposits and much more.

Education

Midland provides ongoing education for investors and professionals. We offer step-by-step instructions on how self-directed plans work and provide continued education through live events, webinars, and other community engagements.

Your Qualified Intermediary and Certified Exchange Specialist® for 1031 Tax-Deferred Exchanges

Our certified Midland 1031 staff works closely with real estate professionals and individual investors to help them successfully complete 1031 exchanges. We are fully bonded and insured. We also offer a qualified escrow account administered by an independent bank. Our personal service is unparalleled in our industry. We have acted as a qualified intermediary in hundreds of exchanges each year.

What We Don’t Do

We Do Not Sell Investments

Midland IRA and 1031 does not offer, broker or sell any investments. The investments held in your self-directed account are chosen by you and managed by you, on behalf of your IRA. Any assets used in performing a 1031 exchange are also chosen by you.

We Do Not Give Financial Advice

Midland IRA and 1031 does not offer advice. It is important to always consult your tax and/or investment professional to ensure you’re making the best choices for you and your retirement and investing goals.

Midland IRA, Inc. is a BBB Accredited Retirement Planner in Fort Myers, FL