Choose an account type

Wrapping Up 2018

November 29, 2018

It’s about time to close the book on 2018 – and what a year of change!  If you recall, the optimistically named Tax Cuts and Jobs Act that was passed less than twelve months ago is now about to affect most of us and we will soon discover if it was all that it was cracked up to be.  Meanwhile, my friends that are preparing for retirement the traditional way with stocks and bonds have had a choppy last few months, that’s for sure.

It may be time to take a pause and calculate how well you have done in your self-directed accounts – and update your fair market values for your holdings.  Often times I think of my retirement owned real estate assets as cash producers rather than also storage of equity, and it is only when I get a comparative market analysis done that I have seen that the growth of equity can outpace the earnings from the investment.

I wish all of you could have been with me in Dallas last month where I spoke on a panel in front of over 400 Note investors at Note Expo.  Many are lending or buying notes out of their IRA, with returns of 10-12% or more, secured by real estate of every type.  Having the benefit of not paying taxes on what otherwise would be ordinary income makes a huge difference.

Last week we met with a group of local realtors that are absolutely killing it by finding underpriced real estate before it hits the market and partnering with each other and their spouses inside their IRA.  Jeff is one client that has tripled his NuView retirement plan just in the past 5 years alone.  There are so many ways to accelerate your IRA, and each month we will bring you several ideas that our clients have proved to work for them.

May your Christmas and Holiday Season be the brightest ever,

Your NuView Team