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Retirement Obsession Disorder

Blog, Mortgages and Notes, Other Investments, Real Estate,

There are certain phenomena that can only be explained through experience.  Once such event is what happens when you achieve the age of fifty. When I was thirty, my viewpoint of those meeting the mid-century milestone was a bit jaded.  It seemed that the “older” generation’s musical tastes included artists such as Johnny Mathis, Andy […]

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Roth IRA Conversion – You Are Now “On the Clock”

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For those of us that are sports fans, both football and basketball drafts are once a year events that require a great deal of strategy and preparedness on the part of the drafting teams.  For example during the NBA draft, a team only has 5 minutes to decide what choice to make once they are […]

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Am I Too Young for a Retirement Plan?

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You are never too young to start saving for retirement! When we work with clients who start a retirement plan later in life, more often than not, they regret waiting so long to get their plan in action. If you are a young adult in your mid 20’s to mid 30’s with any amount of […]

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Former Hockey Coach Purchases Ice Rink through His IRA

Blog, Real Estate,

A former men’s hockey coach at the University of Virginia recently decided to use his self-directed IRA to purchase real estate in the form of an ice-skating rink that was on the verge of closing. He got together with six other investors and contributed $300,000 from his own IRA in order to save the ice […]

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Thoughts at Thirty Thousand Feet

Blog, Mortgages and Notes, Private Companies,

There is something therapeutic about flying.  No, not the shuffling through the TSA gauntlet, the detangling from the hordes of little ones returning home from Orlando with their skull caps adorned with plastic ears and clutching their furry souvenirs. No, the respite comes once sufficient altitude is obtained, the drink order delivered, and the electronic […]

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Myths Regarding Roth IRA Conversions

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Unfortunately, all of the attention lately on Roth IRA conversions comes with a flood of misinformation. The following are a few common myths regarding Roth IRA conversions and the realities investors should know: Myth 1: A Roth IRA conversion is irreversible – This is not true, you have the right to change your mind later […]

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I’m Over 60 – Should I do a Roth IRA Conversion?

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The answer is simple – it depends. The real answer has nothing to do with your age, but it may have everything to do with how long you want your money to survive. When it comes to accessing these funds, whose needs are greater, you or your IRA beneficiary? When you convert your traditional IRA […]

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Private Lending with a Self-Directed IRA

Blog, Mortgages and Notes, Real Estate,

Over the last year, our industry has seen a growing number of retirement investors looking to use self-directed IRAs to engage in private lending transactions in order to improve their retirement fund potential.  This is because a self directed IRA gives you the option to loan money, similar to a bank. You choose the borrower, […]

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Giving Our Clients Access (Online and Human)

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

My name is Radha Persaud and I am a founding member of NuView IRA, a Florida self-directed IRA administration company.  It’s flattering to be known as a founder I must say.  As I came on board, Entrust Administration Services was getting ready to change its name to NuView IRA.  With the change, came many welcomed […]

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