By J.P. Dahdah, Founder & CEO of Vantage Money has been around for thousands of years. From the earliest use of metal coins to today’s advanced markets, money has long served as a representation of value. Because of this, our beliefs about money aren’t typically about dollars and cents—it’s about what it represents. Money is about status, access, comfort, freedom,…
By J.P. Dahdah, CEO & Founder There’s a nearly endless list of investment options on the market. While Vantage clients enjoy the investment control and freedom their alternative IRA provides, they are still responsible for choosing the right mix of investment strategies to help them achieve their retirement income goals. Savvy investors know that selecting the right asset strategies means…
By J.P. Dahdah, Founder & CEO of Vantage Real estate has long been a solid investment, promising strong returns for those who know how to navigate the market. And, with a Self-Directed Individual Retirement Account (IRA), you can invest your retirement funds directly into real estate with high growth potential. This powerful tool offers investors the flexibility to move beyond…
By J.P. Dahdah, CEO of Vantage The tax filing deadline is right around the corner. Here’s the good news: The Self-Directed IRA (SDIRA) is one of the most powerful financial tools to help you lower taxes while saving for retirement. SDIRAs offer a unique opportunity to take control of your retirement funds and use them to invest outside the stock…
By J.P. Dahdah, CEO When it comes to alternative investing, there’s no one-size-fits-all approach. The amount of money you need to invest in alternative assets with a Self-Directed IRA varies widely. It depends on the type of alternative asset you’re interested in, such as real estate, private equity, promissory notes, and private funds. It also depends on how you choose…
By J.P. Dahdah, Founder & CEO Real estate is a key investment category for Self-Directed IRAs (SDIRAs). In last month’s VantagePoint article, we covered the key steps SDIRA investors should consider before making a real estate investment using a non-recourse loan. Today, let’s look at the other side of the equation – when an investor is looking to sell debt-financed…