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…
By J.P. Dahdah, Founder & CEO When growing your retirement nest egg, it often pays to think outside the box. For example, did you know a Self-Directed IRA (SDIRA) can obtain a loan to invest in real estate? Your IRA savings can be used as a down payment for an investment property and hold a mortgage that is then paid…
By J.P. Dahdah, Founder & CEO of Vantage When someone first learns about Self-Directed IRAs, there is a validation process. A period of time where the newly-informed person needs to verify that the information being shared with them is, in fact, accurate and credible. There is a standard set of knowledge around Individual Retirement Accounts (IRAs). Most of us have…
By J.P. Dahdah, Founder & CEO of Vantage As the end of the year quickly approaches, we want to make you aware of some important transaction deadlines. To ensure we have the ability to complete your transaction on time, documents must be received in good order by the following dates: December 2, 2024 Roth IRA conversion (requiring a NEW Vantage…
By J.P. Dahdah, Vantage Founder & CEO Looking to diversify your portfolio with real estate? It may be time to look at secured promissory notes. This investment vehicle, known for its stability and returns, can help you tap into the real estate market without the added responsibility and commitment of direct property ownership. In this article, I’ll walk through the…
By J.P. Dahdah, Founder & CEO of Vantage Are you an aspiring real estate investor held back by limited capital? Good news. The world of real estate investing offers a range of strategies to turn your financial dreams into reality. One often overlooked gem is the Self-Directed Individual Retirement Account (SDIRA). Contrary to popular belief—and what you may have been…