Share The Secret: Self-Direction For Children

October 2, 2018




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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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.

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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.

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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.

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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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