Building Wealth With Tax-Free Growth
October 8, 2019
Investing
What Can I Do With My Small IRA?
October 2, 2019
As the CEO of NuView Trust, I have the unique opportunity of speaking in front of scores of CPAs, attorneys, financial planners, real estate brokers and agents, as well as just plain investors, about the power and prohibitions of self-directed IRAs. One of the most common questions I get is, “I only have a small IRA, so what are my choices for self-direction and how could I get started?”
Continue reading…Beware: 6 Fallacies About Retirement Plans
August 29, 2019
1. You must invest in stocks, bonds, and mutual funds to be compliant with the IRA
Not true – Since 1975 the rules for IRA investments have been relatively consistent, as long as you avoid collectibles and life insurance, most other assets can legally be held in an IRA. It is a Wall Street myth that has caused the general public to ignore the potentially higher returns of private, non-traditional investments.
Continue reading…We are Our Own Investment Opportunity
July 1, 2019
The global population is aging at a rapid pace; the world population of seniors (60+) is expected to double by 2050[1]. This trend is apparent in the US as well – by 2030, older people (65+) are expected to outnumber children (18-) for the first time in US history[2]. Alternative investment strategies focused on age-related technologies and life sciences offer a unique “do good, do well” opportunity. Florida in particular may be an especially interesting market by being at the epicenter of these demographic trends along with aging technology and life science innovations.
Continue reading…Self-Directed Accounts: No Longer A One Size Fits All
Planning for a successful retirement can be an intimidating task, to say the least. While many people are saving for retirement through employer-sponsored plans like 401(k)s or 403(b)s, there are additional options that can make all the difference between getting by and continuing to build wealth into your golden years. IRAs have been around since 1975, and while most people are somewhat familiar with them, very few people are aware of the full scope of opportunity offered by these accounts. There are several major considerations when choosing which strategy is right for you.
Continue reading…