Vantage Self-Directed Retirement Plans

08/08/2023

Looking for a new investment strategy with your Self-Directed IRA?

Consider using your Self-Directed IRA to fund fixer-uppers and turn them into lucrative assets.

Find out more in our latest Vantage newsletter.

08/02/2023

Turn a fixer-upper into a goldmine of retirement benefits with a strategic tool–your Self-Directed IRA.

Take a look at our latest Vantage newsletter to find out more about the fix and flip strategy, along with key considerations when funding it with your retirement account.

Turn fix and flip real estate investments into a goldmine of retirement savings with a strategic tool–your Self-Directed IRA.

07/27/2023

Multi-family properties offer great returns, but they come with complexities.

Learn how to navigate IRS rules, financing options, and property management with our latest guide on SDIRA real estate investment.

Investing in multi-family properties through a Self-Directed IRA offers steady income, tax benefits, risk diversification, and future appreciation. Find out what you need to know before making your purchase.

07/26/2023

Looking to diversify your retirement portfolio?

Consider investing in multi-family properties using a Self-Directed IRA for ongoing rental income and property appreciation.

Contact Vantage at 480-306-8404 to learn how to include multi-family property in your Self-Directed IRA.

07/25/2023

Are you leveraging your Self-Directed IRA to its fullest?
Discover how investing in multi-family properties can boost your retirement savings.

Find out the 5 key considerations in our latest article.

Investing in multi-family properties through a Self-Directed IRA offers steady income, tax benefits, risk diversification, and future appreciation. Find out what you need to know before making your purchase.

06/26/2023

Cryptocurrencies are emerging as a popular investment for Self-Directed IRAs.

Forward-thinking investors are banking on the future of digital assets. Learn how this trend is shaping the industry with Vantage's 2023 SDIRA Trends Update: https://www.vantageiras.com/embracing-innovation-2023-current-trends-in-self-directed-iras.

Understand how these Innovative Self-Directed IRA trends are impacting your investment and retirement plans.

06/19/2023

Environmental, Social, and Governance (ESG) investing is gaining momentum.

Learn how a Self-Directed IRA can help align your investments with your values and make a broader impact. Get more insights in Vantage's 2023 SDIRA Trends Update: https://www.vantageiras.com/embracing-innovation-2023-current-trends-in-self-directed-iras.

Understand how these Innovative Self-Directed IRA trends are impacting your investment and retirement plans.

06/15/2023

Technology is making Self-Directed IRAs more accessible and easier to manage.

Explore the ways innovative platforms are transforming portfolio management.

Learn more in Vantage's 2023 SDIRA Trends Update: https://www.vantageiras.com/embracing-innovation-2023-current-trends-in-self-directed-iras.

Understand how these Innovative Self-Directed IRA trends are impacting your investment and retirement plans.

06/12/2023

Alternative Investments are trending. In the Forbes recent "Top 9 Investing Trends for 2023," alternative investments held the third spot, right behind stalwarts like inflation and the bear market.

Here's what the Forbes writers have to say:

"The portfolio for 2023—no matter your net worth, risk tolerance, or time horizon—should include an increased allocation to alternatives. With their low correlation to traditional asset classes like stocks and bonds, alternatives could blunt inflation- and recession-induced volatility and buoy returns more than dividend stocks alone."

With the market wavering, now's the right time to consider alternative assets and the power of a Self-Directed IRA. For more, contact Vantage at 480-306-8404.

What a difference a year makes. At the beginning of 2022, prices were spiking higher in the U.S. thanks to pandemic supply chain breakdowns and consumer bank accounts stuffed with cash. Remote work seemed here to stay and unemployment was near all-time lows. For many, there was a real sense that

06/06/2023

Alternative investments are more popular than ever.

Learn why the world of Self-Directed IRAs is growing, and how this investment vehicle can help hedge against market volatility and inflation.

Read more in Vantage's 2023 SDIRA Trends Update: https://www.vantageiras.com/embracing-innovation-2023-current-trends-in-self-directed-iras.

Understand how these Innovative Self-Directed IRA trends are impacting your investment and retirement plans.

05/31/2023

Are you familiar with the Roth Self-Directed IRA contribution limits for 2023?

Here's what you need to know:
For 2023, the maximum annual contribution limit for Roth IRAs is $6,500 for individuals under the age of 50, and $7,500 for those 50 and older. These limits apply to both traditional and Roth IRAs, so be sure to keep track of your contributions to avoid over-contributing and incurring penalties.

It's also worth noting that the annual contribution limits can change from year to year, so be sure to stay up-to-date on the latest limits.

Want to learn more about Roth Self-Directed IRAs? Call one of our IRA Specialists at 480-306-8404 today.

05/19/2023

Another rule to be familiar with for Roth IRAs is the 10-year rule.

The 10-year rule applies to non-spouse beneficiaries of Roth IRA accounts. If you inherit a Roth IRA from someone other than your spouse, you must withdraw the entire account balance within 10 years of the original owner's death.

This means that you'll need to take required minimum distributions (RMDs) from the account each year for 10 years, unless you withdraw the entire balance before then. However, there are no penalties for withdrawing more than the RMD amount.

It's important to keep this in mind if you're planning to leave a Roth Self-Directed IRA to your loved ones as part of your estate planning.

If you have any questions about Roth Self-Directed IRAs, please give us a call at 480-306-8404. We'll be happy to answer your questions and talk through different scenarios.