Setting Goals for 2019

January 3, 2019

I have a friend, Craig, who is a local custom builder and has been part of all the ups and downs of the construction industry here in Florida.  I thought it was a challenge operating a Trust Company until I heard about his issues; when times are good, it is extremely difficult to find subcontractors such as framers, roofers, electricians, concrete pourers and others.  When times are bad, you just don’t have buyers, yet you still have to pay your staff regardless.   While Craig has successfully navigated his business for over 30 years, I’m most impressed at his dogged tracking of his retirement planning.

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Self-Directed Regulation D Real Estate Fund Investments


You’ve set up a self-directed IRA account at Nuview Trust Company and you have or are in the process of deciding how to invest your IRA funds.  For many investors they are interested in having exposure to real estate as part of their IRA portfolio.  Through your self-directed IRA you may choose to invest directly in buying or owning a piece of real estate, while abiding by the limitations set for IRAs (generally restricting you from buying something for personal use or from transacting with certain members of your family).  For many investors they choose to invest in a “fund” that is limited to real estate investments to achieve exposure to real estate.

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Recession Resistant Asset Class – Mobile Home Parks

A portfolio of mobile home parks purchased at the right price have proven to be a remarkably recession resistant investment. If you are concerned about a possible near-term recession and are looking to position your IRA defensively, you should consider investing a portion of your capital into mobile home parks.

Here are a few reasons why mobile home parks have delivered profits year in and year out, whereas their cousins (apartment buildings) were far more erratic over the last few recessions.

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Why Invest in Mortgage Notes?

November 29, 2018


What are the real, tangible benefits of investing in mortgage notes? What are the practical advantages for you?

There are many, including:

  • Passive income and cash flow strong returns
  • Multiplying your capital
  • Concrete security for your capital providing real, and much needed help to homeowners
  • Eliminating many of the challenges of old school real estate investing

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Wrapping Up 2018

It’s about time to close the book on 2018 – and what a year of change!  If you recall, the optimistically named Tax Cuts and Jobs Act that was passed less than twelve months ago is now about to affect most of us and we will soon discover if it was all that it was cracked up to be.  Meanwhile, my friends that are preparing for retirement the traditional way with stocks and bonds have had a choppy last few months, that’s for sure. Continue reading…

Roth Conversion: Tax Free Growth, Tax Free Withdrawals


Roth 101 – The Basics of Conversion

When the Roth IRA was created in 1997, it was a small footnote in the world of Pensions and 401(k)’s.  Fast forward 20 years, and the Roth is on everyone’s mind. The big question; Should I CONVERT my Traditional IRA to a Roth?

There are 3 main questions to ask yourself about conversion.

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The Idle IRA


Many fall prey to the common misconception that setting up an IRA and investing money in it will ensure you will be taken care of when retirement rolls around.

The sad truth is, just because you fund an IRA doesn’t mean you’ll have enough to retire with when the time arrives. The fact is, many households (35%) do not even have a retirement savings plan such as an IRA. The ones that do have retirement plans underutilize them.

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A Server’s Heart

November 2, 2018

One of the many unique things about NuView IRA is our passion for serving others – which also happens to be one of our four core values. We believe that each NuView employee embodies these values and as such, portrays it on a regular basis. We are constantly looking for ways to give back – as a company and in our separate lives.

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Hello From the CEO!

In Florida the weather has finally turned, down to a chilly 60 degrees last night – and I had to get several windows unstuck from their six-month closed position.   I hope that all of you are enjoying the change of the seasons, and if the prospect of snow is a bit depressing, come visit your IRA in Orlando anytime.

It’s a great time of year to take a look at your investment performance as well.  Will you accomplish the growth in your IRA this year compared to what you forecasted in January?  Here is a brief checklist to consider that several of our clients use:

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Using Hard Money: It’s Actually Not That Scary!

Often times, when I talk to a novice investor or even a somewhat experienced investor, I hear, “I want to do a flip or buy a rental but I don’t have enough cash in my IRA and the bank won’t finance me…”.

The easy solution to this common problem is ‘Hard Money’. The following response I often get is either ‘what is that’ or ‘I heard they charge insane rates and are too expensive! The truth is, Hard Money is not as bad as many people think.

I’ve closed at least 50% of my deals using Hard Money and every one of my buyers who’ve used it is satisfied with the strategy.

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