By J.P. Dahdah, Founder & CEO of Vantage IRAs are illiquid accounts by nature because they are long-term investment vehicles, making them ideal for holding illiquid private assets. Do you remember the last time you felt triumphant vindication for an important choice you made in your life? Did it feel glorious? After every choice we make, our natural human desire…
By J.P. Dahdah, Founder & CEO of Vantage Perhaps you haven’t felt a need to understand much about IRAs’ beneficiary rules. Most Americans wind up with the largest portion of their retirement savings within IRAs. Investors spend most of their financial lives identifying the best opportunities to accomplish their financial goals. That’s the fun part! As a Self-Directed IRA company,…
By Daniel Ortega, Head of Retail Sales For many of us, it feels like COVID -19 has destroyed the retirement puzzle we had assembled and threw all the pieces back on the table in complete disarray. COVID-19 has forced Americans to accept that a work-life balance is a thing of the past. Our life plans will dynamically evolve, and our…
The Coronavirus Aid, Relief and Economic Security Act (“CARES Act”) was signed into law on Friday, March 27, 2020. The CARES Act is a massive stimulus/relief package intended to help those individuals and businesses affected by the impact of the Coronavirus. Below is a summary of the major provisions of the CARES Act relating to retirement plans. It is…
By Daniel Ortega, Head of Retail Sales At Vantage, we are passionate about increasing your financial literacy Before putting your nest egg at risk by investing, it is essential to determine what lifestyle you desire to achieve, by what age you wish to attain it, and how much money you need to accomplish your retirement goal. That is where information…
By William Striplin, Compliance Specialist with Vantage Retirement Plans On December 20th, 2019, federal spending bill H.R.1994 passed through both houses and included the “Setting Every Community Up for Retirement Enhancement (SECURE)” Act. This act has a large impact on the retirement industry and could affect your retirement planning in the immediate future. Below is a small portion of the…