Address	125 South Carroll St., Ste. 250 Frederick, MD 21701
Phone Number	(301) 360-9510
Fax Number	(301) 695-6244
Toll Free Number	(800) 607-0145
Map/Directions	click for map
	Contact Our Office

Entrust MidAtlantic, LLC

 

Pay Business Expenses with IRA Funds with the IRA Card

That’s right! With an IRA Card Checking^SM account, you’ll have instant access to the funds in your self-directed IRA.

The IRA Card Checking^SM is a demand deposit account that allows instant access to your IRA funds with an IRA CardS^SM (debit card) or IRA Card Checks^SM.

Welcome! As the local office serving Maryland, Washington DC, Virginia and Eastern West Virginia, we're committed to providing the vehicle that makes "self-directing your IRA" an easy process. Feel free to call and talk to an expert or stop in and meet with us directly. We love visitors.

We'll answer your "what you can do and can't do" and "how-to" technical questions. Once your've opened your account, we promise you fabulous customer service so you'll feel confident you make the right choice.

Have you ever said, “I just can’t afford my health care plan."?

If so, email todayto receive this FREE report.

You'll discover how to take advantage of the money-saving benefits of a Health Savings account. Learn how to:

• Protect your health and grow wealth with a Health Savings Account.
• Lower your health insurance premiums by 30 - 50%.
• Reduce your taxes by $1600 - $1800 per year.
• How to build a retirement nest egg while saving for health care expenses.
• How to lower your health care premiums

Email today, and we'll send you the IRA/401(k) Insights, the leading newsletter on self-directed investing, for FREE!

To learn more about Entrust Self-Directed HSAs, click below:

• Self-Directed HSA: Help Clients Grow Tax Free Medical Savings.
  

• What are the key advantages of HSAs?

• How much can you contribute to an HSA?

• Do you have a high-deductible health deductible health plan?

 

Jack Kiley, CPA, PFS, Partner

Jack Kiley is a Certified Public Accountant with a Series 65 license. He is an entrepreneur, financial planner, real estate investor and a partner in Entrust MidAtlantic, LLC.

Jack brings over 25 years of experience in public accounting to the table. He has extensive knowledge in developing tax, retirement and financial planning strategies for high net worth individuals and closely held businesses.

Jack feels strongly about his clients' having the ability to "self-direct" their retirement. Jack's reputation for "speaking in plain English" regarding complex concepts gets him invited regularly to speak on these topics to groups around the Mid-Atlantic region – and especially on the topic of self-direction.

His specialty knowledge makes him the expert to turn to particularly when a complex scenario is needed for the purchase of real estate, mortgages, leases and other cash flows that the IRS allows in an individual retirement plan.

Teddie Barnhart, Partner

Teddie Barnhart, a business owner and real estate investor, is a partner in Entrust MidAtlantic, LLC.

A graduate of Drexel University in Philadelphia, she also earned a Master's Degree from University of Baltimore. Her expertise is in marketing, operations and information systems. She develops and implements the internal day-to-day operational systems, handles marketing, and is in charge of compliance.

A real stickler for details, Teddie's perfectionism is a real plus as she develops and oversees these areas. Her goals include ensuring that the staff provides excellent customer service and handles paperwork according to the law, and creating internal systems so that the process of opening and maintaining an account is a positive customer experience.