By J.P. Dahdah, Founder & CEO of Vantage Tax season isn’t fun for anyone. Especially those with complicated filings. If you file incorrectly or miss a step along the way, it could literally cost you. Here are a few common scenarios and guidance to help you file taxes for your IRA. 1. You completed an IRA rollover in 2021. Every…
By J.P. Dahdah, Founder & CEO of Vantage The 76 million people born in the United States between 1946 and 1964 are considered the Baby Boomer generation. They are the second largest generation. And by the year 2030, they will all be at least 65 years old. Which means retirement is on the horizon. When it comes to their retirement,…
By J.P. Dahdah, Founder & CEO of Vantage We’re living through unprecedented times. This time last year, we were talking about the spike in layoffs occurring due to the pandemic. This year, levels of unemployment continue to rise, but the catalyst is different. It’s The Great Resignation. Driven by a range of personal and professional factors, workers are voluntarily leaving…
By J.P. Dahdah, Founder & CEO of Vantage January is an inspirational time of the year. People feel motivated to start over with a clean slate. New financial goals. New habits. New mindset. But how much of that carries into February? March? Beyond? Now is the time to prioritize your goals for 2022. The answer depends. Did you say your…
By J.P. Dahdah, Founder & CEO of Vantage The end of the year is busy. Often filled with shopping and preparing for the holidays. But amidst the noise, I like to take time for reflection on the events and experiences that made a permanent mark on my path. Reflecting Intentionally One of our core values at Vantage is “Thirst for…
By J.P. Dahdah, Founder & CEO of Vantage As part of the $3.5 trillion reconciliation package, the U.S. Congress is currently considering a spending bill that covers a multitude of issues. Last week, the details of the proposed legislation were made public. The language found within the tax section on the proposed changes laws governing individual retirement accounts (IRAs) is…