Self-Directed IRA Articles & Informational Blog

The #1 Tip for Communicating with the IRS

February 28, 2017

Written By: Tyler Carter

I might need to go into protective custody for what I’m about to announce to the self-directed IRA community but here it goes…the IRS isn’t all bad. I realize that’s like saying that the DMV is a fun place to spend an afternoon or that Pitbull has a few good songs. I know this sounds like an indefensible position, but hear me out. If you’re a taxpayer, you need to know about the Taxpayer Advocate Service. Continue reading…

5 Sales Stats You Need to Know

February 27, 2017

As business owners we can all be lulled into a false sense of security when it comes to our sales techniques and processes.

Everyone wants to believe that as long you can get the prospect on the telephone, build rapport and get a meeting, all is good. We also believe that our superhero-like closing skills will wow the prospect, handle all their objections and ultimately close the deal.

If we are being honest with ourselves, it is probably just the opposite. Even professionals have fear of rejection. Even worse, most salespeople assume what they are currently doing is enough to get their prospects to convert to paying customers. Continue reading…

Success is Found By Investing in What You Know

February 9, 2017

Peter, whose name has been changed for anonymity, is a long time Commercial Real Estate broker who once owned a large brokerage firm in Central Florida and now is an independent broker

“I first became aware of NuView and self-direction at a presentation that was held in my office in Orlando. The fact that I could put my retirement funds to work in the very environment that I knew – rather than the unpredictable stock market made me roll over my IRA held by Fidelity to NuView.”

Investing in an Industry You Have Confidence In

February 8, 2017

Megan A. is a Realtor and Real Estate Investor residing in Central Florida. She is fairly new to the concept of self-directing but has recently recognized the power of putting her retirement funds into real estate and to be less dependent on the health of the stock market. Megan explains, “A self-directed IRA allows me to put my money into an industry I have confidence in”. Continue reading…

Impact Investing Through Your Self-Directed IRA

February 7, 2017

Guest author: Alex Wilson – CEO of Precious Timber

For decades now, non-traditional investments have driven the world’s best-performing portfolios and have out-paced stocks, traditional real estate, bonds, precious metals and more. In his best-selling book, The Alternative Answer, Bloomberg TV’s alternative investment editor Bob Rice, spells out that the world’s elite investors have long relied on alternative investments to produce superior returns while average investors have missed out… until now! Continue reading…

How to Gauge the Real Estate Pulse in Your Market (Tampa, FL Edition)

February 6, 2017

Guest Post Written by: Jeremy Kloter – Realtor

“No one can see a bubble. That’s what makes it a bubble.” The movie The Big Short is a comedy-drama film about the real estate market in 2008. Although parts of it are humorous, many families were severely impacted, whether they were seasoned investors or not. Regardless of your investment strategy, know what you’re investing in and how to keep your thumb on its pulse. Continue reading…

Company News: Important Upgrades

February 2, 2017

Effective February 1st, 2017 our email platforms were upgraded to better serve you with more dynamic and personalized content.

Doing Business with NuView IRA

January 19, 2017

President, Glen Mather, talks about NuView’s way of doing business and how self-directing your retirement accounts can be beneficial in the long run.

Client Success Story: An Investor Friendly Realtor

January 10, 2017

cindy-parker-martinez Cindy Parker Martinez is a Realtor with the Sand Dollar Realty Group, Inc. which is known as an investor friendly real estate firm because they do their own investments. Her Realty Group has a list of wholesale properties (cheap fixer uppers) that are updated daily and, most recently, Cindy closed on a huge luxury home.

Cindy explains “As a native Floridian who grew up in Belle Isle (historic district of Orlando) and still lives here today with my own family, I know Central Florida. Growing up, my father used to buy (toys) boats and trailers, jet skis, motorcycles, motor homes, etc. He taught me how to buy low and sell high. My father taught me how all transactions should have a win-win outcome. I still use these skills today in my Real Estate career when representing real estate buyers and sellers.” Continue reading…

NuView Ranked Among the Top Philanthropic Companies in Central Florida

January 9, 2017

We’re proud to be ranked as one of the Top 30 Philanthropic Companies by the Orlando Business Journal and featured on their annual Top Philanthropic Companies list, an exclusive ranking of the region’s companies with the most charitable contributions in 2015. The list was published in the November 18th special print publication called Partners in Philanthropy.

The companies on this year’s list ranked between $10,000 and $10.3 million donated in Central Florida. Companies were ranked by the most dollars donated in Central Florida. They were required to have donated to a non-profit in Orange, Seminole, Osceola or Lake counties.