Self-Directed IRA Articles & Informational Blog

Can IRA’s Get Married? NO…But…

February 1, 2018

Written By: Augie Byllott

Partner Lending with an IRA

I Now Pronounce You Partners in Lending! Ok, that really wasn’t what the pastor said on the day we got married but who knew 29 years ago that one day my wife’s IRA and my IRA would be able to partner with one another.

Our Roth IRAs have been lenders to a number of real estate investors and rehabbers looking to buy, renovate and sell properties. There have been a number of occasions where we could fund the loan in one account or the other but there have been times when we were actually able to have our IRA’s partner be each owning an undivided interest in a first position note. Continue reading…

Employee Spotlight: Jennifer Stearns

Jennifer, a mother of two young boys, relocated from upstate New York to Central Florida in 2015 and joined NuView’s team in July 2017 as a Pre-Processor. Jennifer has since then been promoted to her current role as our Institutional Transaction Associate which involves processing purchase and sale transactions for Institutional IRA accounts. She is also on NuView’s Social Committee which keeps her busy planning events and activities for our clients and employees.

Jennifer says: “I enjoy spending quality time with my family and socializing with everyone.”

Jennifer has been a great asset to our team since she started and continues to make our clients extremely happy with her cheerful personality and willingness to help service their needs.

Fun fact about Jennifer: She has owned Chinese Pugs her whole life as well as a Westie (West Highland Terrier).

Learn how to use a Virtual Assistant to 10X your business in less than 3 minutes!

January 31, 2018

Virtual Assistant

The intent of this short piece is to give you a snapshot into the Virtual Assistant world! As our team has expanded we’ve added multiple virtual assistants from all over the world. We’ve tried and experimented with websites like upwork.com, fiverr.com and flexjobs.com too. There have been ups and downs but I wanted to cover a few details to consider when you’re thinking about hiring a virtual assistant. Continue reading…

Important Updates for NuView Clients

January 23, 2018

Please be advised that:

Your account statements from 2017 Q4 are now available in your client portal. Simply login to your client portal to access and/or download your statement.
Valuations are due. The deadline for Fair Market Valuations is January 31, 2018. There is a $25.00 fee per quarter per asset that will be assessed starting March 1^st 2018 for all assets that have not been updated. Please contact us if you need any paperwork or assistance for your valuation.

Please contact us via email info@nuviewira.com or call us at 407-367-3472 if you have any questions.

All the best for 2018!

NuView’s Winter Wonderland Holiday Party

January 11, 2018

It was a wonderful evening of client networking at NuView’s Winter Wonderland Holiday Party on December 7th, 2017 at Kasa Restaurant downtown Orlando.

The Payoffs of Private Lending – NuView Client Success Story

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.

private lending

Investing in Bitcoin with an IRA

December 21, 2017

Got questions about Investing in Bitcoin using your IRA? Austin provides the answer in this video.

Click to read Austin’s article on Bitcoin Investing within an IRA or hop over to our Cryptocurrency page to learn about using a Self-Directed IRA to invest in Cryptocurrency!

Creating Wealth USA Clients Raise Funds to Deliver 200 Wheelchairs to Families in Need Across the Globe

December 18, 2017

Funds were raised in a one weekend workshop to be delivered to the Wheelchair Foundation on behalf of Central Florida’s Chair The Love Foundation.

LONGWOOD, FL, December 13 – At a recent Real Estate Investment Workshop in Orlando, hosted by Creating Wealth USA, attended by a national audience, participants generously provided over $30,000 to purchase 200 wheelchairs for the Chair The Love Foundation, which benefits the larger national organization, The Wheelchair Foundation. Unlike most symposiums of their type, a significant focus was placed on the power of charity, and how that should be an important part of their business and personal development.

chair the love Continue reading…

Bitcoin Investing with an IRA

December 15, 2017

Written By: Austin Holloway, Director of Business Development for NuView Trust.

If you have social media or follow financial news, you’ve probably seen the latest buzz about Cryptocurrency such as Bitcoin, Ethereum, Litecoin, Ripple, Dash – the list grows daily. At NuView, I continue to get this question more often: “How do I invest my retirement funds into Bitcoin?” Today I am here to answer this question for you. I, nor our firm NuView Trust, endorse or recommends any investments; this article is for educational purposes only, invest at your own risk.

bitcoin-Cryptocurrency Continue reading…

NuView’s 2017 Holiday Client Networking Event

December 12, 2017

A sneak peak of photos from our holiday event that took place on December 7th at Kasa Restaurant downtown Orlando. We want to thank all who attended and helped make it an enjoyable night to kickoff the holidays!

NuView Client Networking Holiday Event3 Continue reading…