By William Striplin, Compliance Specialist with Vantage Retirement Plans On December 20th, 2019, federal spending bill H.R.1994 passed through both houses and included the “Setting Every Community Up for Retirement Enhancement (SECURE)” Act. This act has a large impact on the retirement industry and could affect your retirement planning in the immediate future. Below is a small portion of the…
By J.P. Dahdah, Founder & CEO of Vantage Do you include retirement planning in your New Year’s resolutions? With 2019 behind us, we can begin to focus our attention on the new list of goals for the upcoming year. For some of you, the tradition of writing down your New Year’s resolutions has become a dreaded routine. Why? Because your…
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 J.P. Dahdah, Founder & CEO of Vantage VOLATILITY Everywhere I turn, I hear complaints about the volatility in the market. I turn on CNBC, and it’s all about how volatility is erasing billions of dollars in value from investor portfolios. I pick up the Wall Street Journal, and I see the stress of traders. The recent volatility has led…
By J.P. Dahdah, Founder & CEO of Vantage To Invest is typically not an area in which most people feel confident. Anything surrounding financial matters tends to make people uncomfortable, stressed, and anxious. We worry about earning enough money, saving enough money, protecting our money, and finding effective multiplying our money strategies. Add these concerns on top of the long…
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…