The Obligation and Opportunity of Self-Direction in a Crazy Market

April 10, 2020

I couldn’t help remembering the last time I felt so helpless – September 11, 2001. The country was frozen – trying to understand the level of hatred it took to plan and execute the death of so many innocent lives. The uniqueness of about sharing a seminal event together as a country is unique – some remember the assassination of President Kennedy in much the same way. 

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April 7, 2020

The Coronavirus Aid, Relief, and Economic Security, or “CARES Act” – the third emergency bill that Congress has passed in response to the novel coronavirus (COVID-19) pandemic – was signed into law on Friday, March 27, 2020. The CARES Act contains certain relief provisions for qualified retirement plans and IRAs.

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NuView COVID-19 Update

April 6, 2020

Together we are facing COVID-19, an unexplainable virus that has disrupted most of our lives, whether it is travel, entertainment, worship or perhaps even employment. While it seems we aren’t able to control a lot during these unprecedented times, NuView remains focused on helping our clients.

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The SECURE Act: What IRA Holders Should Know About It

April 1, 2020

The SECURE Act - What IRA Holders Should Know About It - Infographic
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The Setting Every Community Up for Retirement Enhancement (SECURE) Act has brought in good news to the large number of Americans who are concerned about securing their financial future post-retirement by saving enough money. The SECURE Law, signed by US President Donald Trump on 20 December 2019, became an Act with effect from 1 January 2020.

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I Own Notes in My Retirement Account, What Do I Do Now?

March 31, 2020

There is no question that we are in unprecedented times. People have seen their stock values plummet, incomes drop or stop, and their businesses into an area of uncertainty. All of those unfortunate events will eventually start to affect all areas of real estate. In this article, I will focus on those of you who own performing real estate backed notes in your retirement portfolio.

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April Update From Our CEO

Greetings from our World IRA Operations just outside Orlando – just far enough outside that we have avoided the “Shelter in Place” edict for Orange County.   Although NuView Trust is considered an “essential business”, we do have the freedom to move about from work to home and the grocery.  This provides all of you full access to the same team and capabilities that you have enjoyed over the past seventeen years – and let us hope and pray that it only improves from here.  There is little doubt that we are better together, so long as our team’s safety is not comprised. 

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