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Serving in Ecuador

Philanthropy

For the past ten years, NuView IRA, along with immense help from our friends, has been raising funds for Chair the Love – a Florida based 501(c)3 whose mission is to provide wheelchairs and mobility related items and services to those in need locally and abroad. Through discharge nurses at local hospitals, supporting paralyzed vets, […]

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Overseas Adventure? Take Your IRA with You!

Investing, Other Investments,

Whether it’s the lure of an affordable beachfront condo, or a hillside villa, more Americans are choosing to live either partially or fully outside the country now more than ever.  Central America, including Costa Rica, has seen a sharp increase in growth of expats.  According to an article quoting the US Ambassador to Costa Rica […]

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Private Equity and Venture Capital in IRA Accounts

Investing, Private Companies,

Alternative Investments Are Becoming More Common in Diversified Portfolios A recent PEW Charitable Trusts study shows a sharp rise in alternative asset investment (ex., private equity, venture capital, or real estate) over the past decade among large pension and trust investors. From 2006 to 2016, funds have more than doubled their allocation to alternative investments[1]. […]

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Going Above & Beyond for Family

Community, Philanthropy,

We all have that one person we’d do anything for. This is someone we owe the world to, whether for something they’ve done or how they’ve impacted us. To me, that person is my father, a man who’s done it all for me. He’s taught me so much about life, all while managing a poorly […]

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Should You Consider a Solo 401(k)?

Real Estate, Retirement Accounts,

As we near the end of tax time, many real estate investors are reeling from the amount of money they owe Uncle Sam. I’m surprised they don’t spend more time doing something about it. I deal with real estate investors on a daily basis, and I’m always impressed with their creativity, independence and persistence. It […]

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Is it Still a Good Time to Lend on Fix & Flip Properties?

Investing, Private Lending, Real Estate,

For several months there has been a steady drumbeat of news showing the housing market is slowing down and prices are softening.  For investors buying rental properties for long term cash flow, this is not a concern and may be a welcome development so they can buy properties at better prices.  However, the fix & […]

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Common Misconceptions About 1031 Exchanges

Investing, Taxes,

There are several common misconceptions about the Internal Revenue Code 1031 exchange process.  To keep investors on the right track and focused on what is important to that investor, let’s clear up a few of these most common misconceptions: Misconception #1:  To execute a 1031 exchange the investor may only file a form with the […]

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How to Get Double-Digit Returns in your Self-Directed IRA Without Ever Having to Own Real Estate

Investing, Mortgages and Notes, Real Estate,

  Finding the right vehicle for investing your IRA funds can be challenging. With the wide range of investment strategies, it’s hard to know which vehicle will provide the highest yield with the lowest amount of risk.  Many self-directed IRA owners chose more common investments such as single-family fix and flips or rentals as their […]

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Chairing The Love

Community, Philanthropy,

    Two years ago, Brad and Jen Sumrok attended a gala held by Chair the Love – a Florida based 501(c)3 whose mission is to provide wheelchairs and mobility related items and services to those in need locally and abroad. They were so moved by the charity’s purpose and overwhelming need for wheelchairs, that […]

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