January 9, 2018
“The first month I saw the payments going into my NuView account I knew I had made the right decision. Several borrowers paid off the loans ahead of time. I just needed to see the money coming in to believe it.”
Our featured client of the month, Jim, had been investing in the 401K his company provided for him in the telecom sector since the early 90s. According to Jim, “The return wasn’t great but the employer matching was enticing.”
In 2013, he left the corporate world to go full-time into real estate and had a small amount of funds he wanted to rollover into something but was not sure of the best option. When his accountant suggested a self-directed IRA with NuView he was intrigued with the idea. Jim had never heard of a self-directed retirement account before then and took some time to research and consider this is an option. Jim’s accountant had several clients that were also clients of NuView Trust and she highly recommended NuView as the best self-directed IRA custodian to work with. In early 2014, Jim finally pulled the trigger and opened up an account with NuView Trust rolling his funds over to reap the benefits of self-direction.