By J.P. Dahdah, Vantage Founder & CEO A well-funded retirement is the ultimate goal for many investors. But with the ever-changing financial landscape, it’s essential to adapt and make smart decisions to secure your financial future. One important decision is whether to convert your Traditional Self-Directed IRA to a Roth Self-Directed IRA. This conversion can offer significant tax advantages and…
By J.P. Dahdah, Founder & CEO of Vantage The word of the moment: change. Between the Great Resignation starting in 2021, and the recent run of layoffs in the tech sector and elsewhere, millions of Americans have experienced a change in employment status. As a result, they’ve had to take a close look at their 401(k) retirement saving accounts and…
By J.P. Dahdah, Founder & CEO Your investment dollars matter. Whether you are adding money to a retirement account, buying a new rental property, or diversifying your portfolio, there’s critical information you need to know. This is especially true as you take a step outside the traditional investment market and into the alternative investing space. At Vantage, we work hard…
By J.P. Dahdah, Vantage Founder & CEO I share the benefits of Self-Directed IRAs (SDIRAs) every day. How they give power back to the investor. How they allow you to invest your IRA outside the stock market. How they diversify portfolios in good times and bad. But today, I want to talk about the downsides. Traditional IRA investing doesn’t…
By J.P. Dahdah, Founder & CEO Money is Personal.™ And there isn’t a more personalized retirement investing vehicle than a Self-Directed IRA. Every individual investor has their own unique financial pedigree and approach as to how, why, and what they choose to place their hard-earned retirement savings into. Unfortunately, most financial institutions have led us to believe that it is…
By J.P. Dahdah, Founder & CEO of Vantage You have a Self-Directed IRA. You have the confidence and knowledge to make your own investment decisions. And you want to take your investment strategy further. Meet the Checkbook IRA. An IRA structure that allows you full control over your investments. You see investment opportunities. You file the paperwork. And you manage…