Ashley Welter

Investing: Do It Early & Often

 |   |  General Self-Directed IRAs

VBytes: FREE educational videos and resources delivered to you in small digestible digital bytes. Each video is easily accessible so you can expand your personal knowledge or share it with anyone you feel should know how Self-Directed IRAs allow you to take control of your financial future!  

What is an IRA LLC?

 |   |  Investing in Checkbook IRA LLC

VBytes: FREE educational videos and resources delivered to you in small digestible digital bytes. Each video is easily accessible so you can expand your personal knowledge or share it with anyone you feel should know how Self-Directed IRAs allow you to take control of your financial future!  

Guide to Exploring Self-Directed IRAs

 |   |  General Self-Directed IRAs

When Getting Laid Off, Pays Off Losing or leaving a job can feel risky. You may not know what your next career move is going to be, and you may worry about how this change is going to impact your financial future. But when it comes to your 401(k), this time of transition may be the perfect opportunity to consider…

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Are You Dreading Tax Season?

 |   |  General Self-Directed IRAs

Are You Dreading Tax Season? For this episode of VBytes, we brought in tax expert Elizabeth Hale for a Q&A session with our CEO, J.P. Dahdah. Not only is Elizabeth a CPA – she’s also a Vantage client! In this video, Elizabeth provides a unique perspective on investing and its tax implications including: Common misconceptions around Self-Directed IRAs (1:58) Why…

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