Individual Investors

Other Investments

Using a Self-Directed IRA for Checkbook Control

Be your own record-keeper. Checkbook Control allows for instant access of your retirement funds.

What is a Checkbook Control IRA and do I Need One?

Some IRA investors prefer to establish a stand-alone LLC (checkbook control) with the ownership to be funded by the IRA. An LLC and operating agreement is drafted by a tax professional. Once the LLC is established, a bank account is opened by the IRA and the owner is now able to write checks or use a debit card to fund investments. They are several pros and cons to having this type of account. If you ever have questions about checkbook control IRAs, call a NuView IRA Specialist.

The IRA Purchase Process

  1. Set Up and fund a self-directed account with NuView Trust

  2. Identify an investment

  3. Submit a Purchase Authorization packet to NuView

Tax Deeds & Liens

Property taxes continue to grow in thousands of counties across the country. In order to fund the necessary county services, many states collect delinquent property taxes through tax lien and tax deed auctions. Each state holds these auctions a bit differently, but in all cases these tax deeds or tax liens can be purchased within a self-directed IRA.

Tax Liens

Instead of selling the actual property, the governmental entity sells a lien on the property. The lien is generally for the amount of delinquent taxes, accrued interest, and costs associated with the sale. These sales differ from state to state. For example, in Florida the tax liens are auctioned off, starting at a rate of 18% then lowering with each subsequent bid.

Tax Deeds

The property itself is sold, often at the rate of the property taxes owed plus costs and interest. There may be a provision in the state law for a redemption period after the sale should the property owner wish to exercise such an option.

Buying Tax Deeds Within an IRA

  1. Set Up and fund a self-directed account with NuView Trust

  2. Identify the tax deed or lien and whether to invest via live auction or lone

  3. Inform NuView and our specialist will assist your through the purchase process

Precious Metals

Using a Self-Directed IRA to Invest in Precious Metals

Whether the purchase of precious metals is for defensive reasons, or simply for appreciation, holding the asset inside an IRA will protect the gains against taxation. If the metals are held within a Roth IRA, the gains could be tax free. Additionally, some investors claim precious metals could protect other IRA holdings from value swings based on currency values or other deterioration of economic conditions. Gold, Silver, Platinum, and Palladium are also easy to value and are very liquid, providing quick assessment and distribution when needed.

As a self-directed IRA administrator, NuView Trust will send the funds to the dealer along with a packing slip for the depository. The metals will be shipped directly to the depository and you will be notified via email upon their arrival.

Using a Self-Directed IRA to Invest in Precious Metals

Gold

Silver

Platinum

Palladium

Buying Precious Metals within an IRA

  1. Set Up and fund a self-directed account with NuView Trust

  2. Identify the precious metals dealer the IRA will buy from and determine the metals to be purchased

  3. Submit a Purchase Authorization and an invoice from the metals dealer to NuView

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Susan

“I transferred my self-directed Roth IRA to NuView Trust. I dealt with Brian Martinez and found him very professional and very knowledgeable. The process was so much easier than with my previous custodian. The fees that NuView charges are much less than my previous custodian. I would highly recommend them.” -Susan

Bill

“My experience with NuView has been nothing short of excellent! They have been very responsive to my needs, always available to answer questions in areas that I am not the most knowledgeable and a good value. In short, they are a very well run organization looking to provide value add for their clients.” -Bill

Edith

“NuView Trust has been extremely knowledgeable guiding us in the use of self-directed IRA for investments purposes. They are professional, and easy to work with. A great asset to add to your team of trusted professionals.” -Edith

Diane

“I’m new to self-directed IRAs and to NuView and therefore have a lot of questions. The staff at NuView have provided prompt answers with a helpful and friendly attitude. And the turnaround time for check processing is amazing. I’m so glad I chose to partner with NuView.” -Diane