By J.P. Dahdah, Founder & CEO of Vantage Real estate has long been a solid investment, promising strong returns for those who know how to navigate the market. And, with a Self-Directed Individual Retirement Account (IRA), you can invest your retirement funds directly into real estate with high growth potential. This powerful tool offers investors the flexibility to move beyond…
By J.P. Dahdah, CEO of Vantage The tax filing deadline is right around the corner. Here’s the good news: The Self-Directed IRA (SDIRA) is one of the most powerful financial tools to help you lower taxes while saving for retirement. SDIRAs offer a unique opportunity to take control of your retirement funds and use them to invest outside the stock…
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 1, 2023 Roth IRA conversion (requiring a NEW Vantage…
By J.P. Dahdah, Founder & CEO of Vantage Are you an aspiring real estate investor held back by limited capital? Good news. The world of real estate investing offers a range of strategies to turn your financial dreams into reality. One often overlooked gem is the Self-Directed Individual Retirement Account (SDIRA). Contrary to popular belief—and what you may have been…
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…
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…