By J.P. Dahdah, Founder & CEO of Vantage FOMO, the fear of missing out All of us can relate to the feelings created by it. We can experience it any time we get an invite to a party, vacation, or special event. For some reason, we cannot be present for all the fun we believe others will have without us. …
By J.P. Dahdah, Founder & CEO of Vantage If you were born between 1944 and 1964, you’re in an age demographic labeled as a Baby Boomer. Regardless of where you fall within the age spectrum, there is an IRA strategy widely used by investors recommended by their advisors. As you age, you direct your IRA towards safer, lower-risk investments. Baby…
By J.P. Dahdah, Founder & CEO of Vantage IRAs are illiquid accounts by nature because they are long-term investment vehicles, making them ideal for holding illiquid private assets. Do you remember the last time you felt triumphant vindication for an important choice you made in your life? Did it feel glorious? After every choice we make, our natural human desire…
By J.P. Dahdah, Founder & CEO of Vantage Perhaps you haven’t felt a need to understand much about IRAs’ beneficiary rules. Most Americans wind up with the largest portion of their retirement savings within IRAs. Investors spend most of their financial lives identifying the best opportunities to accomplish their financial goals. That’s the fun part! As a Self-Directed IRA company,…
By Daniel Ortega, Head of Retail Sales For many of us, it feels like COVID -19 has destroyed the retirement puzzle we had assembled and threw all the pieces back on the table in complete disarray. COVID-19 has forced Americans to accept that a work-life balance is a thing of the past. Our life plans will dynamically evolve, and our…
The Coronavirus Aid, Relief and Economic Security Act (“CARES Act”) was signed into law on Friday, March 27, 2020. The CARES Act is a massive stimulus/relief package intended to help those individuals and businesses affected by the impact of the Coronavirus. Below is a summary of the major provisions of the CARES Act relating to retirement plans. It is…