General Self-Directed IRAs
Where Should You Direct Your IRA in 2019?
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…
Next Steps After Opening a Self-Directed IRA
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…
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…
How to File Taxes for my IRA
By J.P. Dahdah, Founder & CEO of Vantage Tax season isn’t fun for anyone. Especially those with complicated filings. If you file incorrectly or miss a step along the way, it could literally cost you. Here are a few common scenarios and guidance to help you file taxes for your IRA. 1. You completed an IRA rollover in 2021. Every…
Consider This Fixed-Income Strategy For Your IRA
Higher yields. Lower risk. Your own investment choices. Sounds too good to be true. But it’s not. If you’re over age 50, and you’re planning on retiring within 15 years, you should have at least 50% of your investments in fixed-income strategies. Which is why you should consider private lending through your Self-Directed IRA. In this VBytes episode, learn the…