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The Traditional IRA vs The Roth IRA. How Do They Work, And Which One Is Best For You

August 16, 2021

Let’s talk about how the traditional IRA and the Roth IRA work.

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The Checkbook Control Self Directed IRA LLC. What Is It, And Who Should Have One?

In this video, we discuss the checkbook control IRA, LLC. What is it? Who should have one? And, what are the problems associated with it, as well as what solutions it provides.

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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.

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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.

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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

coffee mug

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.”

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