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Keeping Your Financial New Year’s Resolutions

Blog, Mortgages and Notes, Other Investments, Precious Metals, Private Companies, Real Estate, Tax Liens,

According to a study by Fidelity Investments, 62 percent of consumers said they stuck with their financial New Year’s resolutions in the past year, compared with only 40 percent who kept other resolutions. When you think about it, a financial resolution may be easier to keep than others regarding eating better or giving back to […]

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To Whom Much Is Given, Shall Much Be Required

Blog, Private Companies, Real Estate,

“Whatsoever your hand findeth to do, do it with thy might” (for there is no work, nor device, nor knowledge, nor wisdom, in the grave, whither thou goest)”  Ecclesiastes 9:10.  Since your IRA is primarily to benefit you prior to the grave, it would make sense that your hand (or efforts) be trained on making […]

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Required Minimum Distributions – You Can’t Afford to Miss This Deadline!

Blog, Mortgages and Notes, Other Investments, Precious Metals, Private Companies, Real Estate, Tax Liens,

Don’t let the little issue of RMDs or required minimum distributions get lost in the blur of the holiday season.  The IRS makes it painfully clear that they are envious of those of you that are over the age of 70.5 and have an IRA or other retirement plans.  Interestingly, the Roth IRA holders are […]

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Thoughts at Thirty Thousand Feet

Blog, Mortgages and Notes, Private Companies,

There is something therapeutic about flying.  No, not the shuffling through the TSA gauntlet, the detangling from the hordes of little ones returning home from Orlando with their skull caps adorned with plastic ears and clutching their furry souvenirs. No, the respite comes once sufficient altitude is obtained, the drink order delivered, and the electronic […]

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Giving Our Clients Access (Online and Human)

Blog, Mortgages and Notes, Other Investments, Precious Metals, Private Companies, Real Estate, Tax Liens,

My name is Radha Persaud and I am a founding member of NuView IRA, a Florida self-directed IRA administration company.  It’s flattering to be known as a founder I must say.  As I came on board, Entrust Administration Services was getting ready to change its name to NuView IRA.  With the change, came many welcomed […]

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Women vs. Men – The Retirement Savings Battle

Blog, Mortgages and Notes, Private Companies, Real Estate,

Did you know that 60% of working Americans have less than $25,000 put aside for retirement?  Moreover, 30% of Americans have less than $1,000 saved for retirement! Among the individuals who do save money for their retirement, men tend to have more in their retirement funds than women.  According to a recent study by The […]

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Retiring – Then Living with your Kids: The New Reality

Blog, Precious Metals, Private Companies, Real Estate, Tax Liens,

My household situation is not as rare as it may seem.  My wonderful 91 year-old mother lives with me,  a very patient daughter-in-law, and four grandchildren.  While God has blessed her with great health and vitality, I’m not sure that living with her son would have been her dream several decades ago when she was […]

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The Power of IRAs

Blog, Mortgages and Notes, Other Investments, Precious Metals, Private Companies, Real Estate, Tax Liens,

According to the Investment Company Institute, there are 46 Million US households with IRAs. What is remarkable is the difference in those households that have an IRA, and those that do not. Assets of an IRA household were 8 times larger than those households that did not have an IRA. Eight times! While the IRA […]

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Mitt Romney and the Mystery Behind His IRA

Blog, Other Investments, Private Companies,

During Romney’s time at Bain Capital LLC, the company used a SEP-IRA that had a maximum contribution limit of about $30,000 per year. Assuming Romney maxed out these tax-deferred contributions, he would have invested approximately $450,000 in his individual retirement account during his tenure at Bain. BUT, he may have up to 227 times that […]

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Diversify!

Blog, Mortgages and Notes, Other Investments, Precious Metals, Private Companies, Real Estate, Tax Liens,

Diversification is a strategy that should be deployed by anyone who cannot accurately predict the future – which is just about everyone. While the stock market provides an ability to spread investment risks over geography, company size, market sectors, and other categories, the fact remains that public exchanges cannot provide full diversification. You cannot own […]

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