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November 29, 2018
It’s about time to close the book on 2018 – and what a year of change! If you recall, the optimistically named Tax Cuts and Jobs Act that was passed less than twelve months ago is now about to affect most of us and we will soon discover if it was all that it was cracked up to be. Meanwhile, my friends that are preparing for retirement the traditional way with stocks and bonds have had a choppy last few months, that’s for sure. Continue reading…
Roth 101 – The Basics of Conversion
When the Roth IRA was created in 1997, it was a small footnote in the world of Pensions and 401(k)’s. Fast forward 20 years, and the Roth is on everyone’s mind. The big question; Should I CONVERT my Traditional IRA to a Roth?
There are 3 main questions to ask yourself about conversion.
Many fall prey to the common misconception that setting up an IRA and investing money in it will ensure you will be taken care of when retirement rolls around.
The sad truth is, just because you fund an IRA doesn’t mean you’ll have enough to retire with when the time arrives. The fact is, many households (35%) do not even have a retirement savings plan such as an IRA. The ones that do have retirement plans underutilize them.
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.
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:
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.
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.
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.”
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.
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.
