By J.P. Dahdah, Founder & CEO of Vantage Millions of people have been laid off during the coronavirus pandemic, bringing the United States to its highest unemployment rate since the Great Depression While economists expect the high unemployment rate to be short-lived, if you are among those that received a pink slip from your employer, you may be wondering what…
By J.P. Dahdah, Founder & CEO of Vantage Every tax season, Americans are encouraged to maximize their annual IRA contributions by the tax filing deadline. This message is both a tax tip and a retirement planning tip. The tax tip is to lower your tax bill based on the deductible benefit of IRA contributions. And the retirement planning tip is…
By J.P. Dahdah, Founder & CEO of Vantage New Year, New Investment Strategy: 3 Questions to Ask Yourself About Your IRA Millions of Americans made investment choices pre-pandemic which, given the multitude of changes that have transpired and continue to take place, should be re-evaluated. Especially since IRAs and 401(k)s are commonly treated as a “set it and forget it”…
By J.P. Dahdah, Founder & CEO of Vantage 401(K) Employee Benefits Benefits offered by employers matter. Each employee prioritizes them uniquely based on their personal needs. For some, having robust health care coverage is of the utmost importance. For others, working for a company that matches their 401(k) salary deferrals dollar-for-dollar while promoting “free money” ranks the highest. Employers must…
Have you ever considered investing in Self-Directed IRAs as a way to accelerate the growth of your retirement fund? If you have been stuck investing with traditional IRAs or 401k all this time, then you don’t know what you’re missing with Self-Directed IRAs. Here are ways that a Self-Directed IRA can help you succeed in investing so you can…
By J.P. Dahdah, Founder & CEO of Vantage 2020 has been a rough year Few events in one’s life will have the personal impact as the one being felt today by the COVID-19 pandemic. Historically, this time of year can easily be absorbed in the distractions of abundantly served meals, gift exchanges, shift in weather and our personal scorecard of…