General Self-Directed IRAs

How to File Taxes for my IRA

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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…

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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…

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Don’t Leave Your 401(k) Behind

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VBytes: FREE educational videos and resources delivered to you in small digestible digital bytes. Each video is easily accessible so you can expand your personal knowledge or share it with anyone you feel should know how Self-Directed IRAs allow you to take control of your financial future!  

You Asked, We Answered!

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VBytes: FREE educational videos and resources delivered to you in small digestible digital bytes. Each video is easily accessible so you can expand your personal knowledge or share it with anyone you feel should know how Self-Directed IRAs allow you to take control of your financial future!  

Investing: Do It Early & Often

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VBytes: FREE educational videos and resources delivered to you in small digestible digital bytes. Each video is easily accessible so you can expand your personal knowledge or share it with anyone you feel should know how Self-Directed IRAs allow you to take control of your financial future!  

What can you do with your 401(k) if you leave your job?

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By J.P. Dahdah, Founder & CEO of Vantage We’re living through unprecedented times. This time last year, we were talking about the spike in layoffs occurring due to the pandemic. This year, levels of unemployment continue to rise, but the catalyst is different. It’s The Great Resignation. Driven by a range of personal and professional factors, workers are voluntarily leaving…

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