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…
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…
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…
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…
By J.P. Dahdah, Vantage Founder & CEO Your Self-Directed IRA is more than just a retirement plan; it’s a ticket to the profitable world of “fix and flip” real estate investments. This strategy, often associated with savvy real estate professionals, can become an empowering part of your retirement planning process. By leveraging the flexibility and investment capabilities of a Self-Directed…
By J.P. Dahdah, Vantage Founder & CEO Looking to grow your retirement portfolio through the real estate market? Multi-family properties can be a strong way to generate steady rental income. These properties also offer tax benefits, risk diversification, and appreciation over time. However, it’s important to recognize the complexities and risks associated with multi-family investment. IRA rules, financing, and property…