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Category: General Self-Directed IRA Articles

Why Invest in Private Equity with Your IRA

By: J.P. Dahdah 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 they have all the access?…

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How to File Taxes for my IRA

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By: J.P. Dahdah 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 year by May 31st, the…

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Fixed-Income Strategy for Your IRA

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VBytes: FREE educational videos and resources delivered to you in small digestible digital bytes. Each video is easily accessible so you can expand your personal knowledge or share it with anyone you feel should know how Self-Directed IRAs allow you to take control of your financial future!  

5 Reasons to Invest in Private Lending with Your IRA

By J.P. Dahdah, Vantage CEO The 76 million people born in the United States between 1946 and 1964 are considered the Baby Boomer generation. They are the second largest generation. And by the year 2030, they will all be at least 65 years old. Which means retirement is on the horizon. When it comes to their retirement, Baby Boomers are…

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Don’t Leave Your 401(k) Behind

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VBytes: FREE educational videos and resources delivered to you in small digestible digital bytes. Each video is easily accessible so you can expand your personal knowledge or share it with anyone you feel should know how Self-Directed IRAs allow you to take control of your financial future!