Vantageiras.com

Boost Your Retirement Planning with a Self-Directed HSA

WEBBy 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 …

Actived: 5 days ago

URL: https://www.vantageiras.com/self-directed-hsa

Health Savings Account Vantage Self-Directed IRA

WEBWhat are the fees to hold a Health Savings Account (HSA) with Vantage? (Not for PM and IRA) There is a one-time non-refundable account setup fee of $50. When purchasing or …

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Fee Schedule Health Savings Account Vantage HSA

WEBWhat is the cost to open a Health Savings Account (HSA)? There is a non-refundable account setup fee of $50. What is the annual record-keeping fee for my HSA? The fee is …

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New Self-Directed IRA Application Vantage Retirement

WEBWhen purchasing, re-registering or selling an asset there is a $125 transaction fee. The annual recordkeeping fee is based on the number of assets you hold. Each asset is …

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Self-Directed IRA Tools Vantage Forms Retirement Tools

WEBDISCLAIMER: Vantage Retirement Plans LLC does not offer investment, tax, financial, or legal advice nor do we endorse any products, investments, or companies that offer such …

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The One-Per-12-Month Rollover Rule in Review

WEBIRS Reversal. In 2014, the IRS changed its long-standing position on the one-per-12-month rule for rollovers between IRAs in light of a United States Tax Court …

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401(k) Options for Terminated Employees

WEBTypically, your employer will cover fees associated with managing your 401 (k), but when you leave their employment, they defer those costs to you. The average …

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Qualified Retirement Account (QRA) Vantage Retirement

WEBThere is a one-time non-refundable account setup fee of $50. When purchasing, re-registering or selling an asset there is a $125 transaction fee. The annual recordkeeping …

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Restriction-Free Alternative IRA Investing

WEBDISCLAIMER: Vantage Retirement Plans LLC does not offer investment, tax, financial, or legal advice nor do we endorse any products, investments, or companies …

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End of Year Reflection on 2022

WEBBy: J.P. Dahdah, Founder & CEO of Vantage. Every December, I take time to reflect on the year. And 2022 was one for the books. At Vantage, we focused on …

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Your 401(K) Rollover Options

WEB401 (k) Rollover into a Self-Directed IRA. This option offers the most diversification. But, sadly, it is the least known by the American labor force. Some individuals like Jane …

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Date Stamp Distribution Rev. 12/14/2021 (Office use only)

WEBHealth Savings Account Qualified Roth Death Distribution This distribution is from a Health Savings Account On or after I attain age 59½; This Roth IRA distribution satisfies the 5 …

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Date Stamp Distribution (Office use only) Rev. 6/21/2023

WEBLegal Address: _____ Distribution (Office use only) Date Stamp Rev. 6/21/2023 This is a fillable PDF form. To complete the form, click in an area and type. Account Owner …

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Distribution (Office use only)

WEB20860 N Tatum Blvd, Ste 240, Phoenix,AZ 85050 VantageIRAs.com Phone: . 480.306.8404 | Fax: 480.306.8408 Page. 3 of 3 Signatures I certify that I am the proper …

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Fundraiser Aids Guatemala J.P. Dahdah Advance Guatemala

WEBSupporters of a Phoenix-based non-profit know $50,000 will go a long way in helping improve living standards in Guatemala. The organization, Advance Guatemala, raised …

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