Category: General Self-Directed IRA Articles

The Rule of 22: Are You in the Know?

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By Daniel Ortega, Head of Retail Sales It’s a new year, and for many, this means they have reflected on effective ways to improve their financial lives in 2020 and the new decade ahead. Fundamentally, it boils down to forming habits that will create a positive result we seek for ourselves and our families. How do we form those? It…

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SECURE Act Takes Effect Beginning January 1st, 2020

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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…

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Valuation Victories

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By J.P. Dahdah, CEO of Vantage The month of December provides you with the last opportunity to take intentional action to implement tax reducing strategies which could significantly decrease the amount you have to pay Uncle Sam in 2019 or future years.  For Vantage, it represents the beginning of our team’s preparation for Fair Market Valuation (FMV) season.  Each year,…

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Important End of Year Transaction Deadlines

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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 in a timely manner, documents must be received in good order by the following dates:  December 2, 2019 Roth IRA conversion (requiring a NEW Vantage Roth IRA) December 13, 2019 Roth IRA…

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Which IRA Is Right For You?

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By J.P. Dahdah, CEO of Vantage Sooner or later during your wealth accumulation years, you realize if your goal is to be financially independent by your chosen retirement age, establishing an Individual Retirement Account is a no-brainer.  The challenge then becomes selecting the appropriate type of IRA based on your financial objectives.  To simplify your selection process, begin by asking…

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