By J.P. Dahdah, CEO & Founder There’s a nearly endless list of investment options on the market. While Vantage clients enjoy the investment control and freedom their alternative IRA provides, they are still responsible for choosing the right mix of investment strategies to help them achieve their retirement income goals. Savvy investors know that selecting the right asset strategies means…
By J.P. Dahdah, CEO When it comes to alternative investing, there’s no one-size-fits-all approach. The amount of money you need to invest in alternative assets with a Self-Directed IRA varies widely. It depends on the type of alternative asset you’re interested in, such as real estate, private equity, promissory notes, and private funds. It also depends on how you choose…
By J.P. Dahdah, Founder & CEO Real estate is a key investment category for Self-Directed IRAs (SDIRAs). In last month’s VantagePoint article, we covered the key steps SDIRA investors should consider before making a real estate investment using a non-recourse loan. Today, let’s look at the other side of the equation – when an investor is looking to sell debt-financed…
By J.P. Dahdah, Founder & CEO When growing your retirement nest egg, it often pays to think outside the box. For example, did you know a Self-Directed IRA (SDIRA) can obtain a loan to invest in real estate? Your IRA savings can be used as a down payment for an investment property and hold a mortgage that is then paid…
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, 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…