By J.P. Dahdah, Founder & CEO of Vantage You may have seen the term “SPAC” emerge in financial news reports. This new form of investment has caught on in recent years, with investors funding nearly $80 billion in SPAC acquisitions in 2020. With the sudden rise in interest and the multitude of media written about SPACs, it can be tempting to…
By J.P. Dahdah, Founder & CEO of Vantage A promising retirement planning trend is the use of a Self-Directed IRA to invest in real estate. Investors are recognizing the value of putting their retirement savings in tangible assets, like residential or commercial properties. If you’re considering expanding your investment portfolio, here are some elements in using a Self-Directed IRA for…
By J.P. Dahdah, Founder & CEO of Vantage Over $1.8 billion worth of NFTs has been traded over the last few months Pick up today’s copy of the Wall Street Journal, and chances are you’ll see some mention of NFTs. This new investment vehicle is grabbing much attention these days, in part because over $1.8 billion worth of NFTs has…
By J.P. Dahdah, Founder & CEO of Vantage Imagine a scenario where you have money sitting in a 401(k) or IRA, but you’re strapped for cash. Liquidity is the problem. You look at your buckets of money and realize the only way you can pay a bill is by taking a withdrawal from your IRA. This certainly isn’t ideal. Not…
By J.P. Dahdah, Founder & CEO of Vantage Self-Directed IRA investors take control of their financial journey and understand that hope is not a strategy. In this post, we touch on the Self-Directed IRA investor mindset. This mindset is needed to achieve financial success and develop a sound alternative asset portfolio for your retirement goals. Have you watched your retirement…
By J.P. Dahdah, Founder & CEO of Vantage The basics of required minimum distributions are straightforward Each year IRA holders aged 72 and up must take out a percentage of their total IRA assets based on their life expectancy. The percentage increases every year. If you don’t take out the correct amount, the IRS penalizes you. Preparing to take your…