Our office will be closed on Monday, January 18th in observance of Martin Luther King Jr. Day. We will resume normal business hours on Tuesday, January 19th.
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July 6, 2020
While every generation challenges, when it comes to housing, Millennials are the most misunderstood.
The second-largest group in America is the Baby Boomers’ grandchildren, the Millennials. Born between 1981 and 1997 this generation grew up with a surge of technological change and entered adulthood with the challenge of the Great Recession[1].
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America has been taught to save through payroll deductions and investments in company sponsored plans such as 401k, 403b, 457, and Thrift Savings Plans. While these plans have grown to over $5.7 Trillion,1 the provisions can be rigid and the investment choices very limited. Truth is most employer plans require you to either leave the company or achieve the age of at least 59.5 years before you are allowed to take a distribution (or roll-over) of your retirement funds.
Continue reading…June 22, 2020
On this episode of “The Jon Gil Podcast Show”, NuView Trust Vice President, Jason DeBono, covers investing in real estate (AND MORE) with your IRA.
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