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…
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…
By J.P. Dahdah, Founder & CEO of Vantage The world of Self-Directed IRAs is fast-paced and constantly evolving. With numerous shifting investment trends and technological advancements, 2023 is proving to be a noteworthy year. As we reach the midway point of the year, it’s important to take inventory of how these recent trends are impacting your investment and retirement plans.…
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…