Client Success Story | Gregg C.
May 4, 2021
Blog
Self-Directed Individual 401k Plan: Advantages, Eligibility & Contributions Limits
August 10, 2020
A Self-Directed Solo 401(k) plan is an IRS-approved and qualified 401k plan. It is designed for a self-employed sole proprietor, a corporation, or a limited liability company. The participant can make contributions as both the employee & the employer; hence can enjoy higher contribution limits.
Continue reading…THE CARES ACT OF 2020: HOW ARE RETIREMENT PLANS AFFECTED?
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.
Leverage Funds in Your Self-Directed IRA or Solo 401K to Buy Commercial Real Estate
August 8, 2018
Traditionally owners of self-directed IRAs or Solo 401ks have invested in real estate using just the funds in their accounts (meaning, without any financing); and the type of real estate purchased by these investors has primarily been residential (meaning a 1-4 unit property: a single-family residence, a duplex, a triplex, or a quad plex). An alternative that should be given thoughtful consideration is investing in commercial real estate (meaning an office, warehouse, or retail building which can each be single tenant or multi-tenant, or an apartment building), and this can be done using financing, which should also be given thoughtful consideration.
NuView Client Success Story: April 2018
March 28, 2018
Our featured client of the month, Ms. N, is a Sales Rep residing in Jacksonville, Florida. She first learned about NuView and how self-directed IRAs work while networking at Jacksonville’s Real Estate Investor’s Association event. It was the right timing as she was seeking to invest in real estate and minimizing taxes through a self-directed account was very appealing.
Ms. N joined NuView Trust as a client two years ago and first invested in various stocks, however, she explained that her preferred method of investing is in real estate and has done 3 deals so far with her NuView self-directed IRA.
“I prefer real estate because I believe it is a more stable and reliable investment than stocks. I have made $200K in profit so far from real estate.”
Private Equity Real Estate: A Better Alternative to Bonds
March 27, 2018
It’s no secret that bonds have failed to deliver compelling yields in recent years. In many parts of the world, like Japan and Sweden, yields are now negative. Due to the shortage of viable options for risk-adjusted income in the public sector, global investors are being forced to consider all options to quell the need for yield. But yield is like fashion — eventually, if the Federal Reserve continues to raise interest rates as we have observed over the past year, it will come back around.
NuView Client Networking Event at Dubsdread Ballroom
Thank you to all who attended our first 2018 client event at Dubsdread Ballroom on the evening of March 21st! We had a huge turnout with lots of networking and great food from Dubsdread Catering. Thank you again for all of your support and we look forward to seeing you at all our future events! Continue reading…
NuView Client Success Story: Lucrative Investing in Limited Partnerships
March 6, 2018
Scott learned about self-directed IRAs from a Broker/Dealer he works with and was attracted to the tax management benefits that can be achieved when holding non-traditional assets in an IRA.
In 2008, Scott opened up an account with another Self-Directed IRA Custodian and made an investment as a limited partner in a real estate development project. He then heard about NuView Trust at a broker/dealer investor event where one of NuView’s Representatives spoke about our company and services offered.
Scott has since done 6 investment purchases via his NuView IRA account and says that “I prefer investing in limited partnerships because I believe that I can obtain a more favorable return on investment. My accounts at NuView have outperformed the stock markets.” In addition to limited partnerships, Scott uses his NuView IRA to invest in real estate and several other alternative assets. Continue reading…
Investing in Agriculture with your Self-Directed IRA
March 5, 2018
One of the many alternatives available for self-directed IRA investors is agriculture. Agriculture investments can help your retirement funds grow in two ways: First, a farm produces crops, and these crops generate income when sold. In addition, the value of the land may increase over time, resulting in tax-deferred capital gains. Investing in agriculture has become more popular in the past ten years. TIAA, a Fortune 100 financial services organization and the leading retirement investor for the academic community, owned no agricultural land in 2007. Today, they have more than $8 billion worth of farmland, including investments on behalf of itself and other institutional investors.
