General Self-Directed IRAs

What is the Difference between a Brokerage IRA and a Self-Directed IRA?

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By J.P. Dahdah, Founder & CEO of Vantage The difference in investment choices is what truly separates a brokerage IRA and a Self-Directed IRA. They both can allocate funds for traditional investment options like stocks, bonds, and mutual funds. Unfortunately, that is where they cease to be alike, and deciding between the two comes down to how much work and…

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Embrace Your Financial Curiosity

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By J.P. Dahdah, Founder & CEO of Vantage When I’m asked “what is the most important financial habit one must possess to be successful with money?” my answer is “embrace your financial curiosity.” It’s true though. Financial independence is obtained when you have asked yourself all the right questions and have been disciplined enough to seek the right answers for…

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What Investment Options are Disqualified with a Self-Directed IRA?

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By J.P. Dahdah, Founder & CEO of Vantage Setting up a Self-Directed IRA account can help you make wise investments to grow and expand your wealth. With a Self-Directed IRA, you can diversify your portfolio while also limiting your risk. There are ample alternative investments in comparison to what brokerage IRAs allow, but they do have some limitations. Here are…

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Can an IRA Be Gifted? Or Can the Funds Be Gifted from an IRA Account?

By J.P. Dahdah, Founder & CEO of Vantage Staying proactive and helping relatives setup a retirement account can be beneficial to helping them build and save for their eventual retirement. Many times family members will try to find creative ways to encourage their relatives to save for older age and retirement, but creating an IRA or Self-Directed IRA account for…

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How to Open a Self-Directed IRA Account

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By J.P. Dahdah, Founder & CEO of Vantage A Self-Directed IRA is an excellent investment account to open, especially if you have an entrepreneurial approach to investing. With a Self-Directed IRA, you can invest in more than just stocks and bonds. Using your Self-Directed IRA, you can invest in real estate properties, private companies, and even precious metals like gold…

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What is the Difference between a Self-Directed IRA and a 401K?

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By J.P. Dahdah, Founder & CEO of Vantage Deciding to select a 401K plan through your employer can be a starting point for retirement savings However, with the freedom of a Self-Directed IRA, you are granted full control of how your wealth is grown through private investments. With financial institutions always seeking to lure you into “great investment” opportunities, the…

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