Category: CEO’s Blog

Baby Boomers Should Prepare for Mandatory IRA Distributions

 |   |  CEO's Blog, General Self-Directed IRA Articles

The first U.S. baby boomers are turning 70 years old this year.  Those who have an Individual Retirement Account will be required to take yearly mandatory withdrawals upon turning 70 ½. This required minimum distribution (RMD) will also necessitate they pay ordinary income tax on the amount withdrawn each year.  Each year IRA holders who have reached the age of…

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(Ad)Vantage to Your Retirement Strategy

(Ad)Vantage to Your Retirement Strategy Why should you consider establishing a Self-Directed IRA?  If you already have a Vantage Self-Directed IRA, why did you choose this type of retirement account?  The truth is that a Self-Directed IRA is not for everyone.  If fact, you should not be a Self-Directed IRA owner unless you can clearly outline the reasons why this…

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Should Brexit Concern You?

It is news like Brexit that deepens my love for alternative investing.  The financial channels and the media are creating a frenzy about the historic event which concluded in the United Kingdom voting to leave the European Union (EU).  The U.S. market was down more than 3 percent at the close on June 24­th, with the Dow losing over 600…

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Money is Personal

Trust Thyself Money is personal. Unfortunately, most financial institutions and advisors have led us to believe it is all about them…their research, their investment philosophy, their advice and more importantly, their products. Their message to you is something like this: “We are experienced investment gurus. You are not. We know the market. You do not. If you follow our advice…

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Boost Your Retirement Planning with a Self-Directed HSA

Most Americans consider a 401(k) or an IRA the best vehicle available for retirement planning.  A Health Savings Account (HSA) may be another flexible option.  Established by the U.S. government in 2003, a HSA offers even more tax advantages than a 401(k) or an IRA when used to cover medical expenses. Similar to a retirement plan, a Self-Directed HSA allows…

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Volatility, Instability and Loss…Oh My!

 |   |  CEO's Blog, General Self-Directed IRA Articles

Everywhere I turn, I hear grumbling about the “volatility in the market.” I turn on CNBC and it is all about how volatility is erasing billions of dollars from investor portfolios. I pick up the Wall Street Journal and see pictures of traders super stressed about the massive daily swings they are experiencing. The recent volatility has led to market…

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