A Server’s Heart

November 2, 2018

One of the many unique things about NuView IRA is our passion for serving others – which also happens to be one of our four core values. We believe that each NuView employee embodies these values and as such, portrays it on a regular basis. We are constantly looking for ways to give back – as a company and in our separate lives.

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Hello From the CEO!

In Florida the weather has finally turned, down to a chilly 60 degrees last night – and I had to get several windows unstuck from their six-month closed position.   I hope that all of you are enjoying the change of the seasons, and if the prospect of snow is a bit depressing, come visit your IRA in Orlando anytime.

It’s a great time of year to take a look at your investment performance as well.  Will you accomplish the growth in your IRA this year compared to what you forecasted in January?  Here is a brief checklist to consider that several of our clients use:

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Using Hard Money: It’s Actually Not That Scary!

Often times, when I talk to a novice investor or even a somewhat experienced investor, I hear, “I want to do a flip or buy a rental but I don’t have enough cash in my IRA and the bank won’t finance me…”.

The easy solution to this common problem is ‘Hard Money’. The following response I often get is either ‘what is that’ or ‘I heard they charge insane rates and are too expensive! The truth is, Hard Money is not as bad as many people think.

I’ve closed at least 50% of my deals using Hard Money and every one of my buyers who’ve used it is satisfied with the strategy.

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Sleep In Heavenly Peace: No Kid Sleeps on the Floor in Our Town!

October 23, 2018

 

New Orlando chapter of national charity Sleep in Heavenly Peace to partner with local business to build beds for area children sleeping on the floor

Who

Sleep in Heavenly Peace (SHP) – Orlando West Chapter, the first Orlando area chapter of a national organization dedicated to building and delivering bunk beds to children in need, will partner with NuView IRA to build 10 bunk beds (20 beds) in a four-hour period.  These beds along with mattresses, sheets, comforters and pillows will soon be delivered to Orlando children in need.

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Stock Market Volatility?  Don’t Worry, it will all Work Out…

October 15, 2018

 

As I write this brief piece, the Stock Market, represented by the Dow Jones index has plunged over 1300 points from record heights.  While this represents about a 5% decline, it seems like a volatile way to prepare for retirement.  Meanwhile, stock pundits are encouraging calm – as the losses only represents half of the gain of the entire past year.  They say, “Don’t worry, it will come back – it always comes back.”

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NuView Client Success Story: Out With the Old, In the With the New

October 2, 2018

 

NuView client, Craig H., currently resides in Central Florida and claims general contracting as his main profession. Along with his general contract work, Craig manages several rental properties and previously owned his own financial investment company. With his background knowledge in finances, Craig realized that not all financial companies were totally “transparent.” After working with previous companies, he felt the need to branch out and look for something more client driven – rather than being another name on a list.

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Share The Secret: Self-Direction For Children

 

 

SHARE THE VALUE OF INVESTING

When it comes to investing, education and experience are key. This is not something that is taught in school, but instead must be learned either on one’s own, or from a mentor figure. Once you learn the ins and outs of investing, you can use a self-directed IRA to pass along your knowledge to your children.

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Roth IRAs and Why They’re Your Secret Weapon to Retiring Well

When considering yearly income taxes, many enjoy the benefits of a traditional IRA or any pretax retirement account, largely because they are able to deduct the contribution on their tax return. This is part of a strategy used to secure a lower tax bracket. However, investors that self-direct often enjoy large gains making the Roth IRA their #1 choice – and for a very good reason.

When you contribute to a Roth, you pay taxes up front. You might be asking yourself, “What’s so great about paying taxes up front when you can’t deduct your contribution from your taxable income that year?” Well, when you pay the IRS up front, that’s it, they don’t get anything else. Yes, it’s true. That means no capital gains tax, and no forced distribution at any age. You can buy and sell stocks, bonds, real estate, crypto currency, precious metals, etc. all inside your Roth IRA. This leads to increasing your wealth, year after year, without owing any additional taxes.

Let that sink in for a second.

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Why Boomers Should Consider Real Estate as a Retirement Hedge

Over 10,000 baby boomers are turning 65 every single day and will continue to do so for the next 10 – 15 years.  That has never happened before.  More people will actually be retiring than entering the work force.  Ironically, the boomer generation, who for all intent and purposes, did considerably better financially than their post-Great Depression Era generation parents did are at a crossroads.

Many have lived well and planned poorly.  Growing up in the booming post WWII economy, the mantra was to get good grades, go to college, get a good job and retire with a big fat pension.  It sounded great but no one ever said that mid-career corporate America would do away with pension plans and place the responsibility for our retirement squarely on our shoulders.

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Our NuView Update

September 28, 2018

It was so good to see so many of you at our fifth annual Planning for Prosperity in Orlando last month.  The connections and networking were better than ever, and according to our exit surveys over 80% will be coming back next year.  It’s all done for you, the best IRA investors ever – and as such, please let me know any speaker that you have heard that you will want to hear in our 2019 edition.

A bit of good news for those that are contributing to their retirement plans.  Next year the limits for Traditional and Roth IRAs bump up by $500 to $6,000 with the over age fifty bonus staying at $1000.  The Simple IRA contribution increases by $500 as well, and the popular solo 401k or QRP maximums increase by $1000 to $56,000, plus $6000 for those over age 50.

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