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I’m Over 60 – Should I do a Roth IRA Conversion?

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The answer is simple – it depends. The real answer has nothing to do with your age, but it may have everything to do with how long you want your money to survive. When it comes to accessing these funds, whose needs are greater, you or your IRA beneficiary? When you convert your traditional IRA […]

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Private Lending with a Self-Directed IRA

Blog, Mortgages and Notes, Real Estate,

Over the last year, our industry has seen a growing number of retirement investors looking to use self-directed IRAs to engage in private lending transactions in order to improve their retirement fund potential.  This is because a self directed IRA gives you the option to loan money, similar to a bank. You choose the borrower, […]

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Giving Our Clients Access (Online and Human)

Blog, Mortgages and Notes, Other Investments, Precious Metals, Private Companies, Real Estate, Tax Liens,

My name is Radha Persaud and I am a founding member of NuView IRA, a Florida self-directed IRA administration company.  It’s flattering to be known as a founder I must say.  As I came on board, Entrust Administration Services was getting ready to change its name to NuView IRA.  With the change, came many welcomed […]

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Women vs. Men – The Retirement Savings Battle

Blog, Mortgages and Notes, Private Companies, Real Estate,

Did you know that 60% of working Americans have less than $25,000 put aside for retirement?  Moreover, 30% of Americans have less than $1,000 saved for retirement! Among the individuals who do save money for their retirement, men tend to have more in their retirement funds than women.  According to a recent study by The […]

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Are You Better Off Than You Were Four Years Ago?

Blog, Other Investments, Precious Metals, Real Estate,

Article by Glen Mather, President & CEO, NuView IRA, Inc: Thirty two years ago, this question was asked during the 1980 presidential debates, and one that is often  reprised when the incumbent administration is faltering.  But I couldn’t help but translate it to, “ is your dream of retirement more secure today than it was […]

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Retiring – Then Living with your Kids: The New Reality

Blog, Precious Metals, Private Companies, Real Estate, Tax Liens,

My household situation is not as rare as it may seem.  My wonderful 91 year-old mother lives with me,  a very patient daughter-in-law, and four grandchildren.  While God has blessed her with great health and vitality, I’m not sure that living with her son would have been her dream several decades ago when she was […]

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How Will You Spend Your Retirement?

Blog, Real Estate,

Thanks to a seating assignment onboard the Monarch of the Seas on a cruise to the Bahamas, I was recently able to meet a delightful couple with whom we shared breakfast.  When I inquired about what they do when they weren’t cruising, they said they were retired (partially).   Come to find out, they live in […]

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