General Self-Directed IRAs

Selling Real Estate Within Your SDIRA? Consider These 7 Factors

 |   |  General Self-Directed IRAs

By J.P. Dahdah, Founder & CEO Real estate is a key investment category for Self-Directed IRAs (SDIRAs). In last month’s VantagePoint article, we covered the key steps SDIRA investors should consider before making a real estate investment using a non-recourse loan. Today, let’s look at the other side of the equation – when an investor is looking to sell debt-financed…

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10 Commonly Asked Questions: Self-Directed IRAs

 |   |  General Self-Directed IRAs

By J.P. Dahdah, Founder & CEO of Vantage When someone first learns about Self-Directed IRAs, there is a validation process. A period of time where the newly-informed person needs to verify that the information being shared with them is, in fact, accurate and credible.   There is a standard set of knowledge around Individual Retirement Accounts (IRAs). Most of us have…

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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 1, 2023 Roth IRA conversion (requiring a NEW Vantage…

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4 Tips for Investing in Secured Promissory Notes Using a Self-Directed IRA

 |   |  General Self-Directed IRAs

By J.P. Dahdah, Vantage Founder & CEO Looking to diversify your portfolio with real estate? It may be time to look at secured promissory notes. This investment vehicle, known for its stability and returns, can help you tap into the real estate market without the added responsibility and commitment of direct property ownership. In this article, I’ll walk through the…

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Unlocking Real Estate Investment Potential with Self-Directed IRAs

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…

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