Financial literacy is something we take seriously at Vantage. So this month, in the spirit of going back to school, we are focusing on questions submitted by our clients and social media followers. In the video below, Vantage CEO J.P. Dahdah covers questions about the following: Investing in cryptocurrencies with a Self-Directed IRA Using a financial advisor to guide…
Investing early in life can be a great way to learn more about the market and save up for retirement. But a lot of people don’t know where to begin. So this month, we have a very special guest, Austin Hankwitz. Vantage CEO J.P. Dahdah sits down with Austin to talk about how the 2008 recession shaped his view…
If you want to take more control of your IRA dollars, a Checkbook IRA LLC, or an IRA-owned LLC, is worth exploring. Not only does it offer the most control over your IRA investments, it also allows for a hands-on approach to purchasing and maintaining your assets. If you are comfortable, confident, and want to handle all of your IRA…
Interested in using your Self-Directed IRA to invest in real estate? There are several reasons why this is the most popular asset class among Vantage clients. One reason is the ease at which you can purchase real estate. Another is the number of payment structures available for making that purchase. In this VBytes episode, J.P. walks through the different payment…
Not all friends come with benefits, but the ones you refer to Vantage who open new accounts do. In turn, you become a friend who delivers benefits. Remember when you first heard about Self-Directed IRAs? And when you opened your Vantage account? You probably felt empowered. In control of your retirement money. And grateful to the person who introduced you…
When you have a “triggering event,” such as leaving your job, you can make changes to your employer-sponsored 401(k) plan. Because this is YOUR hard-earned money, you want to make sure you understand what you can do with it. Which leads us to your four main options: Leave your 401(k) with your previous employer Roll your 401(k) into your new…