By J.P. Dahdah, Founder & CEO of Vantage A prohibited transaction occurs when a retirement plan (e.g. self directed IRA or 401k) transacts with a disqualified person. IRC § 4975. A transaction is pretty easy to identify and is defined in the code as a sale, lease, exchange, payment, or other transfer of money from a retirement plan. If that transaction…
By J.P. Dahdah, Founder & CEO of Vantage The world is flat. Well, not technically, but some investors have begun to diversify internationally seeking attractive returns in emerging markets. Our office is experiencing an increase in real estate investments involving Latin American countries such as Mexico, Costa Rica, Guatemala, Panama, Dominican Republic and Brazil. Underdeveloped countries can offer tremendous wealth…
By J.P. Dahdah, Founder & CEO of Vantage A fantastic article about the growing interest in Global Alternative Assets Part 1 of 2 A recently published report by Pricewaterhouse Coopers titled ‘Alternative Asset Management in 2020: Fast Forward to Center Stage’, predicts global alternative assets will increase to $15.3 trillion by 2020. In the lead up to the boom, the…
By J.P. Dahdah, Founder & CEO of Vantage I love July. Not only is it the month of my birthday, but the good ol’ U.S. of A. celebrates her birthday as well. Summertime puts most of us in a better mood. The kids are out of school, vacations are planned and best of all, we get to celebrate our country’s…
In a recent article shared by our friends at FNEX, we review how alternatives can provide income in retirement? Equity and bonds do not offer uncorrelated returns. Thanks to the intervention of central banks – and their quantitative easing programmes – both bond markets and equity markets have risen in unison over the past five years. Read more from FNEX….
By J.P. Dahdah, Founder & CEO of Vantage Would you be surprised to hear that I believe the Self-Directed IRA is not for everyone? If fact, I believe that you should not be a Self-Directed IRA holder unless you can clearly outline why this type of IRA fits into your overall financial philosophy. Self-Directed IRA holders are a purposeful, driven…