General Self-Directed IRAs

New Year, New Investment Strategy: 3 Questions to Ask Yourself About Your IRA

 |   |  General Self-Directed IRAs

By J.P. Dahdah, Founder & CEO of Vantage New Year, New Investment Strategy: 3 Questions to Ask Yourself About Your IRA Millions of Americans made investment choices pre-pandemic which, given the multitude of changes that have transpired and continue to take place, should be re-evaluated. Especially since IRAs and 401(k)s are commonly treated as a “set it and forget it”…

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Your 401(K) Rollover Options When Leaving a Job

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By J.P. Dahdah, Founder & CEO of Vantage 401(K) Employee Benefits Benefits offered by employers matter. Each employee prioritizes them uniquely based on their personal needs. For some, having robust health care coverage is of the utmost importance. For others, working for a company that matches their 401(k) salary deferrals dollar-for-dollar while promoting “free money” ranks the highest.   Employers must…

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How to Open a Self-Directed IRA

 |   |  General Self-Directed IRAs

Begin self-directing your retirement with three steps: Many hard-working people like you are starting to take control of their investment dollars by opting for a Self-Directed IRA. Are you concerned that your IRA may not be substantial enough to provide a comfortable retirement? Are you tired of a low rate of return on your IRA portfolio? If so, our IRA…

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How To Cope With The Stress Of COVID-19

 |   |  General Self-Directed IRAs

By J.P. Dahdah, Founder & CEO of Vantage 2020 has been a rough year Few events in one’s life will have the personal impact as the one being felt today by the COVID-19 pandemic. Historically, this time of year can easily be absorbed in the distractions of abundantly served meals, gift exchanges, shift in weather and our personal scorecard of…

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