The Coronavirus Aid, Relief and Economic Security Act (“CARES Act”) was signed into law on Friday, March 27, 2020. The CARES Act is a massive stimulus/relief package intended to help those individuals and businesses affected by the impact of the Coronavirus. Below is a summary of the major provisions of the CARES Act relating to retirement plans. It is…
By J.P. Dahdah, Founder & CEO of Vantage IRA Alternative Investments During these uncertain times, one thing is for sure; there isn’t a better time to be a Self-Directed IRA alternative investor. This stealthy secret weapon gives you total control and flexibility over your retirement savings. A self-directed IRA is an empowering device that should not be overlooked or taken…
By Daniel Ortega, Head of Retail Sales At Vantage, we are passionate about increasing your financial literacy Before putting your nest egg at risk by investing, it is essential to determine what lifestyle you desire to achieve, by what age you wish to attain it, and how much money you need to accomplish your retirement goal. That is where information…
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…
By J.P. Dahdah, Founder & CEO of Vantage Do you include retirement planning in your New Year’s resolutions? With 2019 behind us, we can begin to focus our attention on the new list of goals for the upcoming year. For some of you, the tradition of writing down your New Year’s resolutions has become a dreaded routine. Why? Because your…
By J.P. Dahdah, Founder & CEO of Vantage Sooner or later, you realize if your goal is to be financially independent by your chosen retirement age during your wealth accumulation years, 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…