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Retiring – Then Living with your Kids: The New Reality

Blog, Precious Metals, Private Companies, Real Estate, Tax Liens,

My household situation is not as rare as it may seem.  My wonderful 91 year-old mother lives with me,  a very patient daughter-in-law, and four grandchildren.  While God has blessed her with great health and vitality, I’m not sure that living with her son would have been her dream several decades ago when she was […]

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How Will You Spend Your Retirement?

Blog, Real Estate,

Thanks to a seating assignment onboard the Monarch of the Seas on a cruise to the Bahamas, I was recently able to meet a delightful couple with whom we shared breakfast.  When I inquired about what they do when they weren’t cruising, they said they were retired (partially).   Come to find out, they live in […]

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The Power of IRAs

Blog, Mortgages and Notes, Other Investments, Precious Metals, Private Companies, Real Estate, Tax Liens,

According to the Investment Company Institute, there are 46 Million US households with IRAs. What is remarkable is the difference in those households that have an IRA, and those that do not. Assets of an IRA household were 8 times larger than those households that did not have an IRA. Eight times! While the IRA […]

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What will happen to the tax rate once the Bush tax cuts expire?

Blog, Mortgages and Notes,

Regardless of your political opinions, Congress agreeing to keep taxes low while we are experiencing the highest deficit in our nation’s history may be unsustainable. As the House and Senate pass versions of bills that neither will sustain, the taxpayer is left more confused than ever. If you have already put funds into a traditional […]

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Mitt Romney and the Mystery Behind His IRA

Blog, Other Investments, Private Companies,

During Romney’s time at Bain Capital LLC, the company used a SEP-IRA that had a maximum contribution limit of about $30,000 per year. Assuming Romney maxed out these tax-deferred contributions, he would have invested approximately $450,000 in his individual retirement account during his tenure at Bain. BUT, he may have up to 227 times that […]

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Diversify!

Blog, Mortgages and Notes, Other Investments, Precious Metals, Private Companies, Real Estate, Tax Liens,

Diversification is a strategy that should be deployed by anyone who cannot accurately predict the future – which is just about everyone. While the stock market provides an ability to spread investment risks over geography, company size, market sectors, and other categories, the fact remains that public exchanges cannot provide full diversification. You cannot own […]

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Finding Opportunity in Private Placements

Blog, Other Investments, Private Companies,

A hush sweeps over the ballroom of a four star Orlando Resort as a well-dressed CEO and CFO stride to the stage. They now have exactly 20 minutes to convince a sea of well-heeled investors and venture capitalists that their new business venture has a compelling market advantage, will enjoy meteoric growth, and one day, […]

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Self-Directed IRAs

Blog, Mortgages and Notes, Other Investments, Precious Metals, Private Companies, Real Estate, Tax Liens,

Last week, the Romney team visited the Villages, a sprawling community of over 100,000 residents over the age of 55, only about an hour from the NuView headquarters in Orlando. What does this group have in common? And why do politicians consider this a critical stop to deliver their stump speech? These residents have an […]

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The Basics of Self-Directed IRAs

Mortgages and Notes, Other Investments, Precious Metals, Private Companies, Real Estate, Tax Liens, Videos,

Vice president of NuView IRA, Jason DeBono, explains the basics of self-directed IRAs.

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Financial Advisors: Ignore the Opportunity of Self-Direction at your Own Peril!

Blog, Other Investments,

As President of NuView IRA, a leading retirement plan administration company in Orlando, I have the opportunity to speak to hundreds of investors and investor advisors each month. The single-most common question that is posed to our staff is… “Why haven’t I heard about self-directed retirement plans earlier?” IRA or retirement plan beneficiaries generally look […]

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