Show Notes: Ep #38 The Truth About IRA’s

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About This Episode

Financial expert JP Dahdah joins KYD for a deep dive into Self-Directed Retirement Plans. If you have traditional investments and are looking to take control of your money, you’ll learn the truth about IRA’s and the alternatives for creating financial freedom.

JP Dahdah is the CEO of Vantage Retirement Plans and explores the myths about IRA’s and shares how you can self-direct your money into alternatives such as real-estate, private lending, precious metals, or private business while still taking advantage of the retirement tax benefits.

About JP Dahdah

After graduating from The University of Arizona where he earned dual degrees in Finance and Marketing, Mr. J.P. Dahdah began his professional career in 1997 as a financial advisor with American Express Financial Advisors, Inc., a Fortune 100 company.

Mr. Dahdah earned the Certified IRA Services Professional (CISP) designation by The Institute of Certified Bankers in 2007, and in 2009, he began hosting a weekly “Wealth Wednesdays” radio show on Arizona’s premiere financial news station, KFNN 1510AM. In that same year, the Arizona Small Business Association (ASBA) presented Entrust Arizona with “Arizona’s Companies to Watch” Award, an honor celebrating second-stage entrepreneurs. Experiencing an annualized revenue growth of 28%, Entrust Arizona’s client base grew to over 6,500 clients and $600M in retirement assets in less than seven years. A testament to the Company’s size, strength, and growth, Entrust Arizona re-branded and changed its business name to Vantage Retirement Plans, LLC, on January 3rd, 2012.

More About Self-Directed IRA’s

The truth: There is no such thing as a Self-Directed IRA.

It is a marketing term used to differentiate this type of Individual Retirement Account from the typical IRA you would be offered at a brokerage firm.   An IRA, is an IRA, is an IRA.

• All have tax advantages.
• All are tools to assist you in saving for retirement.
• The main difference is that a truly self-directed retirement plan will not limit your investment choices to the stock market.