By J.P. Dahdah, Founder & CEO of Vantage I was a newly licensed financial advisor starting my career after graduating from The University of Arizona when the Roth IRA was created and brought to market by Congress in 1998 through the Taxpayer Relief Act of 1997. It’s crazy that more than 20 years have gone by since this powerful retirement…
By J.P. Dahdah, Founder & CEO of Vantage Just because you have a Self-Directed IRA does not automatically mean you will become a successful investor. There are plenty of stories of investors using Self-Directed IRAs who could not take advantage of the opportunities available to them. Being successful with Self-Directed IRAs requires an eye for the right investments and sufficient…
By J.P. Dahdah, Founder & CEO of Vantage IRA Alternative Investments During these uncertain times, one thing is for sure; there isn’t a better time to be a Self-Directed IRA alternative investor. This stealthy secret weapon gives you total control and flexibility over your retirement savings. A self-directed IRA is an empowering device that should not be overlooked or taken…
By J.P. Dahdah, Founder & CEO of Vantage Sooner or later, you realize if your goal is to be financially independent by your chosen retirement age during your wealth accumulation years, establishing an Individual Retirement Account is a no-brainer. The challenge then becomes selecting the appropriate type of IRA based on your financial objectives. To simplify your selection process, begin…
By Bobbielynn Berry, Vantage Institutional Relationship Specialist A Vantage Self-Directed Roth IRA account can help support our next generation’s education and financial literacy. Do you have a child in your life able to or already earning an income? Have you considered establishing a Self-Directed Roth IRA as a way to save money for their college tuition? There is a…
By J.P. Dahdah, Founder & CEO of Vantage Alternative investors share a common struggle in identifying the best way to gain access to and select high quality opportunities. All of us want to direct our hard earned savings into strategies which yield the best results while simultaneously limiting our portfolio’s exposure to loss. Prior to a selection being made, there…