fbpx

JP Dahdah

End of Year Reflection on 2022

 |   |  CEO's Blog

By: J.P. Dahdah, Founder & CEO of Vantage Every December, I take time to reflect on the year. And 2022 was one for the books. At Vantage, we focused on building a foundation for continued success. This involved tackling several key initiatives to make life easier for our clients and ourselves. • We built a new website • We increased…

Read More

Important End of Year Transaction Deadlines

 |   |  General Self-Directed IRAs

By J.P. Dahdah, Founder & CEO of Vantage As the end of the year quickly approaches, we want to make you aware of some important transaction deadlines. To ensure we have the ability to complete your transaction on time, documents must be received in good order by the following dates:  December 2, 2022 Roth IRA conversion (requiring a NEW Vantage…

Read More

Why Invest in Private Equity with Your IRA

 |   |  Investing in Private Entities

By J.P. Dahdah, Founder & CEO of Vantage Private equity used to be the domain of the ultra-wealthy. And the ultra-wealthy capitalized on the market, with 2000-2020 returns on private equity eclipsing the S&P500 and venture capital. Private investment in high-risk, high-return companies allowed a small pool of investors to diversify their portfolios and expand their wealth. But why should…

Read More

How to File Taxes for my IRA

 |   |  General Self-Directed IRAs

By J.P. Dahdah, Founder & CEO of Vantage Tax season isn’t fun for anyone. Especially those with complicated filings. If you file incorrectly or miss a step along the way, it could literally cost you. Here are a few common scenarios and guidance to help you file taxes for your IRA. 1. You completed an IRA rollover in 2021. Every…

Read More

What can you do with your 401(k) if you leave your job?

 |   |  General Self-Directed IRAs

By J.P. Dahdah, Founder & CEO of Vantage We’re living through unprecedented times. This time last year, we were talking about the spike in layoffs occurring due to the pandemic. This year, levels of unemployment continue to rise, but the catalyst is different. It’s The Great Resignation. Driven by a range of personal and professional factors, workers are voluntarily leaving…

Read More