News
Please be advised that: Your account statements from 2017 Q4 are now available in your client portal. Simply login to your client portal to access and/or download your statement. Valuations are due. The deadline for Fair Market Valuations is January 31, 2018. There is a $25.00 fee per quarter per asset that will be […]
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Funds were raised in a one weekend workshop to be delivered to the Wheelchair Foundation on behalf of Central Florida’s Chair The Love Foundation. LONGWOOD, FL, December 13 – At a recent Real Estate Investment Workshop in Orlando, hosted by Creating Wealth USA, attended by a national audience, participants generously provided over $30,000 to […]
Continue ReadingNuView Trust Company sponsors fifth annual symposium featuring high-profile speakers and panelists to educate retirement investors about real estate, mortgages, tax liens and other alternative retirement investment strategies available via self-directed IRA accounts; event proceeds benefit ‘Chair The Love’ Foundation.
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Trust has always been part of our DNA, now it’s part of our name! NuView is excited to announce the launch of NuView Trust Company, Inc. NuView’s nearly 15 years of administering self-directed retirement accounts was facilitated through a partnership with a third party custodial company. Effective July 1, 2017, NuView Trust Company officially started […]
Continue ReadingWelcome to NuView IRA’s IT Corner! We, here at NuView, are committed to providing the best customer experience possible for our clients. This includes making sure we utilize new and expanding technologies to better your experience. This month brings some upgrades to your client portal. Upon logging into your client portal, you will find the […]
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Congratulations to our very own President & CEO of NuVuiew IRA, Glen Mather, for receiving the CEO Nexus Cup on March 7th, 2017 at the CEO Forum in Central Florida! The CEO Nexus Cup is a traveling trophy and member-recognition award, lauding those companies that have achieved sustained growth and significant entrepreneurial success, in part […]
Continue ReadingEffective February 1st, 2017 our email platforms were upgraded to better serve you with more dynamic and personalized content.
Continue ReadingWhen NuView started 14 years ago, most IRA account owners were completely unaware that they could use their accounts to purchase assets outside the traditional stock market. It was an industry served by administrators with a few thousand accounts, mostly used to purchase real estate.
Continue ReadingArticle by NuView president Glen Mather, in response to this Wall Street Journal article: With a considerable push from the current administration, the Department of Labor (who has oversight over IRAs and 401(k) rules) is creating new rules for financial advisors that provide services for retirement plans and participants. As a separate initiative, the SEC […]
Continue ReadingGuest article by James K. Duerr: So you thought you could defer taxes on your IRA forever? Sorry, the IRS will not wait forever. Although pretax money going into a Traditional IRA is tax deferred, there is a requirement at age 70 ½, to take RMD’s (required minimum distributions). The minimum distribution is based […]
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