General Self-Directed IRAs

Unlock Tax-Free Growth Potential by Converting to a Roth IRA

 |   |  General Self-Directed IRAs

By J.P. Dahdah, Vantage Founder & CEO A well-funded retirement is the ultimate goal for many investors. But with the ever-changing financial landscape, it’s essential to adapt and make smart decisions to secure your financial future. One important decision is whether to convert your Traditional Self-Directed IRA to a Roth Self-Directed IRA. This conversion can offer significant tax advantages and…

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Have You Resigned or Been Laid Off? Explore 3 Strategies for Your 401(k) Dollars

 |   |  General Self-Directed IRAs

By J.P. Dahdah, Founder & CEO of Vantage The word of the moment: change. Between the Great Resignation starting in 2021, and the recent run of layoffs in the tech sector and elsewhere, millions of Americans have experienced a change in employment status. As a result, they’ve had to take a close look at their 401(k) retirement saving accounts and…

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5 Common Misconceptions About Self-Directed IRAs

 |   |  General Self-Directed IRAs

By J.P. Dahdah, Founder & CEO Your investment dollars matter. Whether you are adding money to a retirement account, buying a new rental property, or diversifying your portfolio, there’s critical information you need to know. This is especially true as you take a step outside the traditional investment market and into the alternative investing space. At Vantage, we work hard…

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You Asked, We Answered

  Financial literacy is something we take seriously at Vantage. So this month, in the spirit of going back to school, we are focusing on questions submitted by our clients and social media followers. In the video below, Vantage CEO J.P. Dahdah covers questions about the following: Investing in cryptocurrencies with a Self-Directed IRA Using a financial advisor to guide…

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Investing: Do It Early and Often

 |   |  General Self-Directed IRAs

  Investing early in life can be a great way to learn more about the market and save up for retirement. But a lot of people don’t know where to begin. So this month, we have a very special guest, Austin Hankwitz. Vantage CEO J.P. Dahdah sits down with Austin to talk about how the 2008 recession shaped his view…

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