Self-Directed IRA Articles & Informational Blog

Diversifying With Notes & More: NuView Client Success Story

October 30, 2017

Our featured client of the month, Sean is a CPA living in Orlando Florida. What amazes us about Sean’s story is, that by speaking with one of his clients about diversifying into real estate, he was able to gain control of his retirement.

He was then referred to NuView Trust, and after doing some research, he realized NuView Trust was the best fit for him. Sean explained that he first realized the power of self-directing his investments with NuView “when I made my first 10% return in a month. I haven’t looked back since”.

NuView Client Success Story – Investing in Secured Notes

September 28, 2017

Our featured client of the month, Shawn S. is the Director of a Non-Profit Organization. What’s fascinating about Shawn’s story is the speed of his success after rolling his 403(b) into a NuView self-directed IRA at the beginning of this year.

In his 50s with a 403(b) performing miserably, Shawn started researching ways to gain higher and more dependable, secured earnings. Managed funds were experiencing unacceptable losses and had high management fees. He first started researching real estate investing but soon concluded that active flipping or wholesaling was not ideal with not enough time on his hands and lack of expertise in that type of investing. Continue reading…

Hiring an Investor Friendly Real Estate Agent

September 25, 2017

The field of real estate is attractive to those looking for a challenge and many people are drawn to real estate for the possibility of more freedom and extra income. One of the fields that dominates the real estate industry is that of a licensed real estate agent. Real estate agents can be either a sales associate, broker associate or the managing broker on file. A sales associate must be licensed for two years before being able to apply and test to become a broker associate or broker. With over 220,000 real estate agents in Florida alone, how can you ensure that yours is working in your best interests and understands enough to truly help you? Continue reading…

5 Tips for Private Lending to Fix and Flip Investors

September 20, 2017

When most people think about investing in real estate, being the lender rarely comes to mind. It can be very attractive from a risk reward perspective with typical yields in the upper single digits to low double digits and without the same burden of owning real estate directly. There are two primary ways to source private lending investments. 1. Direct to borrower 2. Partnering or investing with an existing lending company such as ours. I wanted to share five quick tips on what to look for and do if you intend to lend direct to a borrower to help better protect yourself and your investment. Continue reading…

Planning 4 Prosperity Alternative Investment Symposium Brings Experts Together to Offer Retirement Investment Education in Orlando on Friday, September 8

August 29, 2017

NuView 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. Continue reading…

Watch Tyler Carter Featured on SDIRA TV

August 28, 2017

NuView’s Business Development Director and Self-Directed Investment expert, Tyler Carter, shares his knowledge on Season 1, Episode 10 of SDIRA TV. Self Directed IRA TV is a leading source for self-directed retirement investing featuring trusted experts in the industry.

Client Success Story – Finding High-Yield Investments

STEVE LANDAAL

This month we’re featuring our client, Steve Landaal, VP of Portfolio Management. Steve was born and raised in Wisconsin and describes himself as a huge Packers Fan. He resides in Orlando with his bride Darla of 33 years.

Steve shared with us, after losing money in the stock market and, out of desperation, he decided to seek out a better and safer way to grow his retirement savings which was when he learned about self-directed IRAs and the opportunity to find high-yield investments.

Steve met with Austin Holloway, NuView’s Business Development Manager over coffee. After meeting Steve and Austin realized they shared many of the same values personally and with business. Steve said Austin elevated his game with Self Directed IRA’s and at that point he and his wife decided to place some capital in a NuView Self-Direct IRA. Continue reading…

Planning 4 Prosperity 2017: 5th Annual Alternative Investment Symposium

August 24, 2017

Planning 4 Prosperity Alternative Investment Symposium, hosted by NuView Trust, brings you a one-day event packed with world-class speakers on alternative investments, client IRA success stories, along with a panel of legal and tax experts. Join us on September 8, 2017 in Downtown Orlando. It’s all about getting you excited and educated about the choices in your IRA – and keeps you moving toward financial independence.

Expert speakers include Russell Grey from the The Real Estate Guys™ Radio Show, (the #1 real estate investment podcast in America), Dave Zook (founder of The Real Asset Investor), Glen Mather (CEO of NuView Trust Company), Jamie Smith (Principal at Elevation Capital Group and Author of Trailer Cash), Jeffrey Taylor aka Mr. Landlord, and more!

Visit our Blog to read more about this year’s speakers and panelists.

Click here for more info and to purchase tickets

Date and Time

Fri, September 8, 2017

8:00 AM – 5:30 PM EDT

Location

DoubleTree by Hilton Orlando Downtown

60 South Ivanhoe Boulevard

Orlando, FL 32804

Planning 4 Prosperity 2017 – Speaker and Panelist Profiles

August 8, 2017

The 5th Annual Planning 4 Prosperity Investment Symposium is just around the corner and we couldn’t be more excited about the world-class speakers and panelists who will be presenting at this event. It keeps getting bigger and better each year so don’t forget to purchase your tickets before the limited spaces run out!

planning 4 prosperity conference Continue reading…

NuView Trust Company Expands Options For Self-Directed IRA Accounts, Debuts Updated Website, Additional Online Services

August 1, 2017

PIERRE, S.D., July 27, 2017 /PRNewswire/ — NuView Trust Company, Inc., announced today that after nearly 15 years of facilitating self-direct individual retirement accounts (IRA) through a third-party custodial company, it has begun handling IRA custodial services in-house.

“Trust has always been in our DNA, now it’s in our name,” said NuView Trust Company President and CEO Glen Mather. “NuView specializes in self-directed IRAs, allowing investors to make investments in real estate, mortgages and notes, tax deeds and liens, precious metals, and private companies. Investing for retirement does not need to be purely mutual-fund or stock-market based. While other custodians often reject non-traditional investments, NuView’s administrative platform was designed with alternatives in mind.” Continue reading…