Trump Signs Retirement Executive Order 

September 4, 2018

 

Last week President Trump signed an executive order to expand access to employer sponsored retirement plans such as 401Ks.

How big a deal is this?

The purpose is to get more employers to offer sponsored plans to their employees – especially companies with smaller number of employees.  Forty Seven percent of all employees that work in companies with less than 100 employees have no employer savings plan.

First, to be clear, all that has been accomplished is that the administration has directed the Departments of Labor and the Treasury to consider ways to improve notice requirements to reduce paperwork and administrative burdens on the employers.  So, moving at the speed of government, we will likely see some regulatory easing of regulation and the ability for smaller companies to join with other companies to offer Multiple Employer Plans.  The objective is to lower the administrative costs and burdens, and make it more attractive to small businesses.

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Global Property Buyers – Ask These 3 Questions …. Or Else

August 23, 2018

Owning property overseas is a great asset class diversification strategy inside an IRA.   But before racing out to buy an investment property in a foreign country, read on to know 3 of the most important critical issues to know up front.

#1 – Does the developer have a record of success?

If the answer is “yes” and the developer has a proven track record, investigate that record.  Visit some of their other locations.   Would that property meet your expectations?   How much have they invested in amenities to create a sense of community?   How busy is it?    A great mantra for overseas property ownership is, “Buy what you see.”

On the other hand, if the answer is “no,” that does not mean you should instantly walk away.  Just understand that you are agreeing to be a guinea pig as they experiment and suffer forward through trial and error.   Be sure to price that into equation.

Developer commitment is key.   Determine commitment by asking questions like:

  • Does the developer live in the country? If so, for how long.
  • What kind of team have they built? Does the team have a history together?
  • Do they have a business plan? If so, are they following it?

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2018 Planning For Prosperity Guest Speakers

August 22, 2018

This year’s conference is sure to inspire you, as you’ll get to hear from some of the financial industry’s best and brightest speakers and panelists. As an attendee, you’ll have the privilege of gaining valuable resources to revamp both your financial network and personal network.

Throughout the entirety of the event, you’ll be able to hear from our outstanding keynote speakers on topics like international investments, structuring your investments, syndicating your deals and much, much more!

Click here to join us and our incredible guest speakers for our day-long alternative investment symposium.

The 2018 Planning For Prosperity guest speakers:

 

Brad Sumrok: Founder/ President of Sumrok Multifamily Mentoring

Apartment Complex Investing

Brad’s personal mission is to help as many people as possible obtain income, freedom and security by trasferring his 15+ years of apartment investing experience to those who hear him speak. Brad has continued his own progression as an apartment investor since he retired in 2005. He has owned over 3000 apartment units.

 

 

Michael Cobb: CEO of ECI Development

International Investing

Michael Cobb speaks at dozens of international conferences annually about offshore real estate, finance, development, and ownership.  He was consultant to The Oxford Club, hosted a weekly radio program, contributes regularly to overseas publications, sits on the board of several international companies, gives counsel to various real estate projects throughout Central America.

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Hello From the CEO

Continuing Education is something that most professionals begrudgingly fulfill to keep their licenses active. However, it’s a bit different with NuView Trust clients. CE is something that they eagerly seek –especially if it means higher returns with new investment ideas.

I look forward to seeing many of you personally at our fifth annual Planning for Prosperity event in Orlando on September 7th.  What an event it plans to be!

For one day only, we have crammed in five national speakers, four panels and lots of networking time, all with one objective – to help you become even more active with your self-directed IRA.  Our mission is to “Give You the Choice to Retire Well,” as many of our clients just want to learn more from industry experts, as well as their peers.

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Why Can’t I Have What They Have?

Nathan Ogden

(Nathan Ogden, inspirational speaker, trainer and author of “Unfrozen,” will be this year’s Chair The Love keynote speaker! In 2001, Nathan shattered his neck in a snow skiing accident, leaving him a quadriplegic. Since his accident, Nathan has traveled the nation visiting businesses, organizations, nonprofits and schools to speak about how to conquer fears and become “unfrozen” in your day-to-day life.)

Last week I took my two youngest girls with me into the mountains of Idaho to speak with a group of middle-aged single adults near Garden Valley. I gave a really fun talk that night outside the lodge with tall pine trees in every direction I looked.  It doesn’t get much better than that. The next morning I helped give some workshops on how to face our fears and quit using excuses in all aspects of our lives. My girls and I slept in a tiny old cabin with extremely squeaky bed frames that have been there for many years.  I didn’t sleep very well but it wasn’t because of the cold mountain air or because the bed was so skinny I couldn’t roll over to relieve pressure on my hips. It was because every time my girls moved even a tiny bit, (which for kids is all night long) the rusting metal springs just under our sleeping bags kept screeching an annoying high-pitch that made me want to stand up, walk out the door and take my chances with the coyotes.  Even though we had a great time together there was something that kept distracting me. I mean really bugging me, and it’s not the first time this is happened.

As much as I love the outdoors, ever since I have been paralyzed I struggle to be truly happy when I’m out in nature. If there’s a small trail leading up a steep canyon, I want to start hiking on it to see what’s around the next corner or over the next ridge. Or if I’m trying to teach my kids how to go off a big rope swing into the river, I have to verbally describe how to do it properly because I can’t show them myself.

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Auto-Pilot Wealth

August 21, 2018

I recently spoke with a friend who is a commercial pilot for a major carrier and was surprised to learn how little work a pilot actually does these days.  No, they aren’t lazy, it is just that they have a very sophisticated tool that can make decisions more consistently and faster than a human being.  This marvel is the auto-pilot.  It makes air travel safer than it has ever been and continues to do so.

Wouldn’t it be great to have an auto-pilot for your income to work the same way?  Instead of having to work forever, wouldn’t it be nice to set your auto-pilot at some point and know that from a financial perspective, you’ll always be able to look forward to a safe landing?

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NuView Client Success Story: Work Hard and Reap the Rewards

August 16, 2018

 

Tom M., originally from Long Island, NY, has claimed Lake Mary, FL as his home since 2007. He has become a professional real estate investor where he serves his Central Florida clients in home buying and investing in the housing market.

Like many others, Tom was previously investing in traditional stocks, bonds and mutual funds. While his investments were still being managed, Tom was not satisfied with the results. After rolling over his 401K from a previous employer, investing it, and then watching all of his investments fall flat, he knew there had to be a more effective way to invest. Tom was unaware of the opportunities a self-directed IRA could open up for him.

“I think there’s a huge awareness problem in self-direction. If people were to just look into it further, it would sell itself. I remember hearing about self-directed IRAs in general and wanting to learn more, but it took a while for me to actually take the leap.”

After repeatedly passing a NuView ad on a billboard, Tom decided to finally give in and find out what NuView had to offer. Once Tom discovered that he was able to invest his hard-earned IRA in real estate, he became enamored with the idea of self-direction.

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Leverage Funds in Your Self-Directed IRA or Solo 401K to Buy Commercial Real Estate

August 8, 2018

Traditionally owners of self-directed IRAs or Solo 401ks have invested in real estate using just the funds in their accounts (meaning, without any financing); and the type of real estate purchased by these investors has primarily been residential (meaning a 1-4 unit property:  a single-family residence, a duplex, a triplex, or a quad plex).  An alternative that should be given thoughtful consideration is investing in commercial real estate (meaning an office, warehouse, or retail building which can each be single tenant or multi-tenant, or an apartment building), and this can be done using financing, which should also be given thoughtful consideration.

 

commercial real estate

 

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NuView Client Success Story: April 2018

March 28, 2018

coffee mug

Our featured client of the month, Ms. N, is a Sales Rep residing in Jacksonville, Florida. She first learned about NuView and how self-directed IRAs work while networking at Jacksonville’s Real Estate Investor’s Association event. It was the right timing as she was seeking to invest in real estate and minimizing taxes through a self-directed account was very appealing.

Ms. N joined NuView Trust as a client two years ago and first invested in various stocks, however, she explained that her preferred method of investing is in real estate and has done 3 deals so far with her NuView self-directed IRA.

“I prefer real estate because I believe it is a more stable and reliable investment than stocks.  I have made $200K in profit so far from real estate.”

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Private Equity Real Estate: A Better Alternative to Bonds

March 27, 2018

It’s no secret that bonds have failed to deliver compelling yields in recent years. In many parts of the world, like Japan and Sweden, yields are now negative. Due to the shortage of viable options for risk-adjusted income in the public sector, global investors are being forced to consider all options to quell the need for yield. But yield is like fashion — eventually, if the Federal Reserve continues to raise interest rates as we have observed over the past year, it will come back around.

 

private equity commercial real estate

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