By: J.P. Dahdah, Vantage Founder & CEO All Self-Directed IRA account holders share one thing in common — the freedom to use their retirement savings to invest outside the stock market. Beyond that, however, each individual’s financial situation is uniquely their own, as is the amount of personal responsibility we choose to have to create the financial life we desire.…
By J.P. Dahdah, Founder & CEO of Vantage Real estate has long been a solid investment, promising strong returns for those who know how to navigate the market. And, with a Self-Directed Individual Retirement Account (IRA), you can invest your retirement funds directly into real estate with high growth potential. This powerful tool offers investors the flexibility to move beyond…
By J.P. Dahdah, CEO of Vantage The tax filing deadline is right around the corner. Here’s the good news: The Self-Directed IRA (SDIRA) is one of the most powerful financial tools to help you lower taxes while saving for retirement. SDIRAs offer a unique opportunity to take control of your retirement funds and use them to invest outside the stock…
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 2, 2024 Roth IRA conversion (requiring a NEW Vantage…
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, Founder & CEO of Vantage Every December, I take time to reflect on the year. And 2022 was one for the books. At Vantage, we focused on building a foundation for continued success. This involved tackling several key initiatives to make life easier for our clients and ourselves. • We built a new website • We increased…