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…
By J.P. Dahdah, Founder & CEO of Vantage If you hold real estate within your Vantage account, current year property tax invoices have been mailed from their respective counties. Whether you personally receive the tax bill, or it is received by our office, we need your assistance to facilitate property tax payments owed by your account. To ensure timely payment…
By J.P. Dahdah, Founder & CEO of Vantage Hard to believe it, but another summer’s come and passed. Millions of households across the country are either getting their children ready to go back to school or are already waking them up to catch the bus. Supplies, clothes, and schedules are all part of the discussion. And children are being encouraged…
By J.P. Dahdah, Founder & CEO of Vantage Looking to get creative with your self-directed IRA? Want to avoid some capital gains taxes while achieving a solid return on your investment? It might be time to look at one of our Vantage alternative investment strategies. Today, we want to talk about a joint venture agreement, or what we like to…
By J.P. Dahdah, Founder & CEO of Vantage In 1999, Peter Thiel—one of the co-founders of PayPal—had approximately $2,000 in his Roth IRA. By 2019, that same account held $5 billion. That increase alone is astounding. But it’s even more so when you consider that his gains were legally tax-free. Thiel is one of the hundreds of wealthy investors who…
By Daniel Ortega, Head of Retails Sales An IRA LLC may be the diversification your portfolio needs. By now, hopefully, you know you should diversify your investment portfolio. And suppose you’ve been reading the work put out by Vantage and other advocates of alternative investing. In that case, you know that a Self-Directed IRA is the best way to diversify…