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Get Started with Our Account Options

It's Never Too Early To Start Saving For The Future

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Open Your NuView Trust Account

Learn how to start, fund, and maintain your NuView self-directed account.

Open an Account

Step 1

Open Your Self-Directed Account

Step 2

Fund Your Account

Step 3

Start Investing

NuView Retirement Account Types

Traditional

The most common of the IRAs and the home for most rolled-over employer plans such as the 401(k). Except for certain higher earners, most contributions are tax-deductible, with future withdrawals taxed as ordinary income tax rates.

Traditional IRA

Contribution Limits: 2023

$6,500

$1,000 catch-up (Age 50+)

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Roth

This account permits many eligible people to make contributions after-tax and continue to grow tax-free until distribution. No federal income tax is due at distribution, just so long as the Roth has been opened for at least 5 years and the holder has reached the age of 59 ½.

Roth IRA

Contribution Limits: 2023

$6,500

$1,000 catch-up (Age 50+)

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SEP

This is an Employer-Sponsored IRA and comes with high contribution limits. The employer must pay the contributions and must do so at an equal percentage for all eligible employees, thus only single member or family businesses are likely to adopt this type of plan.

SEP IRA

Contribution Limits: 2023

25% of compensation

up to $66,000

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SIMPLE

This is an Employer-Sponsored IRA. This plan incentivizes employees to contribute, and the employer will match up to 3% of the employees’ earnings. SIMPLE IRAs are similar to 401k plans and are attractive to companies with less than 100 eligible employees due to low administrative costs.

SIMPLE IRA

Contribution Limits: 2023

$15,500

$3,500 catch-up (Age 50+)

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Additional Accounts Available

Health Savings Account

As a bookend to a high-deductible health care plan, the HSA may be the best savings tool available for most taxpayers. The best part is that your contribution and investment growth are all tax-deferred, and if used to pay qualified medical expenses, no taxation is due on the distribution. If you have not used all the funds in the HSA by age 65, you can take withdrawals and pay ordinary income tax on the distribution, much like a traditional IRA. It’s like an IRA, but with more benefits!

Health Savings Account

Contribution Limits: 2023

Single $3,850

Family $7,750

$1,000 catch-up (Age 55+)

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Coverdell Education Savings Account

This may be an attractive option for parents and grandparents that wish to save for their children or grandchildren and have all their investments grow without taxation when used for qualified educational expenses. Although the up to $2,000 annual contributions themselves are not tax-deductible, the advantage of tax-free growth can make a significant difference. These funds are available for any educational expenses whether they are for college or any lower grade education.

Coverdell Education Savings Account

Contribution Limits: 2023

$2,000 per child per year

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SoloQRP (Solo 401k)

The soloQRP (qualified retirement plan) is the ultimate tax vehicle for self-employed individuals. This plan allows small business owners (without common-law employees) to establish a full 401k plan for the owners and their spouses, without the complexities of standard 401ks.

SoloQRP (Solo 401k)

Contribution Limits: 2023

$66,000

$7,500 catch-up (Age 50+)

Do I Qualify?

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A Simpler 401k Plan for Self-Employed Individuals

Learn More about soloQRP

Don't Take Our Word For It.
Hear What Our Customers Say.

Susan

“I transferred my self-directed Roth IRA to NuView Trust. I dealt with Brian Martinez and found him very professional and very knowledgeable. The process was so much easier than with my previous custodian. The fees that NuView charges are much less than my previous custodian. I would highly recommend them.” -Susan

Bill

“My experience with NuView has been nothing short of excellent! They have been very responsive to my needs, always available to answer questions in areas that I am not the most knowledgeable and a good value. In short, they are a very well run organization looking to provide value add for their clients.” -Bill

Edith

“NuView Trust has been extremely knowledgeable guiding us in the use of self-directed IRA for investments purposes. They are professional, and easy to work with. A great asset to add to your team of trusted professionals.” -Edith

Diane

“I’m new to self-directed IRAs and to NuView and therefore have a lot of questions. The staff at NuView have provided prompt answers with a helpful and friendly attitude. And the turnaround time for check processing is amazing. I’m so glad I chose to partner with NuView.” -Diane