Financial literacy is something we take seriously at Vantage. So this month, in the spirit of going back to school, we are focusing on questions submitted by our clients and social media followers. In the video below, Vantage CEO J.P. Dahdah covers questions about the following: Investing in cryptocurrencies with a Self-Directed IRA Using a financial advisor to guide…
When you have a “triggering event,” such as leaving your job, you can make changes to your employer-sponsored 401(k) plan. Because this is YOUR hard-earned money, you want to make sure you understand what you can do with it. Which leads us to your four main options: Leave your 401(k) with your previous employer Roll your 401(k) into your new…
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…
By J.P. Dahdah, Founder & CEO of Vantage Self-Directed IRA investors take control of their financial journey and understand that hope is not a strategy. In this post, we touch on the Self-Directed IRA investor mindset. This mindset is needed to achieve financial success and develop a sound alternative asset portfolio for your retirement goals. Have you watched your retirement…
By J.P. Dahdah, Founder & CEO of Vantage Just because you have a Self-Directed IRA does not automatically mean you will become a successful investor. There are plenty of stories of investors using Self-Directed IRAs who could not take advantage of the opportunities available to them. Being successful with Self-Directed IRAs requires an eye for the right investments and sufficient…
By J.P. Dahdah, Founder & CEO of Vantage Most Americans consider a 401(k) or an IRA the best vehicle available for retirement planning. A Health Savings Account (HSA) may be another flexible option. Established by the U.S. government in 2003, a HSA offers even more tax advantages than a 401(k) or an IRA when used to cover medical expenses. Similar…