General Self-Directed IRAs

Where Should You Direct Your IRA in 2019?

 |   |  General Self-Directed IRAs

By J.P. Dahdah, Founder & CEO of Vantage With another year behind us, it is important to take time to review your IRA’s investments and evaluate if any adjustments should be considered to ensure that your holdings can produce your desired results.  As the public markets continue to experience increased volatility and a forecast of less than favorable conditions for…

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Next Steps After Opening a Self-Directed IRA

 |   |  General Self-Directed IRAs

So You Opened a Self-Directed IRA – What’s Next? Now that you’ve opened your Self-Directed IRA, it’s time to start investing! In this video, we will walk you through the process and documents needed to purchase your alternative investment. Self-Directed IRAs are the most flexible retirement accounts available to investors. But it’s important to understand there are certain related parties…

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Why Invest in Private Equity with Your IRA

By J.P. Dahdah, Founder & CEO of Vantage Private equity used to be the domain of the ultra-wealthy. And the ultra-wealthy capitalized on the market, with 2000-2020 returns on private equity eclipsing the S&P500 and venture capital. Private investment in high-risk, high-return companies allowed a small pool of investors to diversify their portfolios and expand their wealth. But why should…

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