Workshop | 2022-2023 State of the Union for Real Estate Investors & Entrepreneurs | September 21st @ 1:00 p.m. EDT
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November 29, 2018
Many fall prey to the common misconception that setting up an IRA and investing money in it will ensure you will be taken care of when retirement rolls around.
The sad truth is, just because you fund an IRA doesn’t mean you’ll have enough to retire with when the time arrives. The fact is, many households (35%) do not even have a retirement savings plan such as an IRA. The ones that do have retirement plans underutilize them.
October 2, 2018
SHARE THE VALUE OF INVESTING
When it comes to investing, education and experience are key. This is not something that is taught in school, but instead must be learned either on one’s own, or from a mentor figure. Once you learn the ins and outs of investing, you can use a self-directed IRA to pass along your knowledge to your children.
When considering yearly income taxes, many enjoy the benefits of a traditional IRA or any pretax retirement account, largely because they are able to deduct the contribution on their tax return. This is part of a strategy used to secure a lower tax bracket. However, investors that self-direct often enjoy large gains making the Roth IRA their #1 choice – and for a very good reason.
When you contribute to a Roth, you pay taxes up front. You might be asking yourself, “What’s so great about paying taxes up front when you can’t deduct your contribution from your taxable income that year?” Well, when you pay the IRS up front, that’s it, they don’t get anything else. Yes, it’s true. That means no capital gains tax, and no forced distribution at any age. You can buy and sell stocks, bonds, real estate, crypto currency, precious metals, etc. all inside your Roth IRA. This leads to increasing your wealth, year after year, without owing any additional taxes.
Let that sink in for a second.
Over 10,000 baby boomers are turning 65 every single day and will continue to do so for the next 10 – 15 years. That has never happened before. More people will actually be retiring than entering the work force. Ironically, the boomer generation, who for all intent and purposes, did considerably better financially than their post-Great Depression Era generation parents did are at a crossroads.
Many have lived well and planned poorly. Growing up in the booming post WWII economy, the mantra was to get good grades, go to college, get a good job and retire with a big fat pension. It sounded great but no one ever said that mid-career corporate America would do away with pension plans and place the responsibility for our retirement squarely on our shoulders.
March 6, 2018
Scott learned about self-directed IRAs from a Broker/Dealer he works with and was attracted to the tax management benefits that can be achieved when holding non-traditional assets in an IRA.
In 2008, Scott opened up an account with another Self-Directed IRA Custodian and made an investment as a limited partner in a real estate development project. He then heard about NuView Trust at a broker/dealer investor event where one of NuView’s Representatives spoke about our company and services offered.
Scott has since done 6 investment purchases via his NuView IRA account and says that “I prefer investing in limited partnerships because I believe that I can obtain a more favorable return on investment. My accounts at NuView have outperformed the stock markets.” In addition to limited partnerships, Scott uses his NuView IRA to invest in real estate and several other alternative assets. Continue reading…
March 5, 2018
One of the many alternatives available for self-directed IRA investors is agriculture. Agriculture investments can help your retirement funds grow in two ways: First, a farm produces crops, and these crops generate income when sold. In addition, the value of the land may increase over time, resulting in tax-deferred capital gains. Investing in agriculture has become more popular in the past ten years. TIAA, a Fortune 100 financial services organization and the leading retirement investor for the academic community, owned no agricultural land in 2007. Today, they have more than $8 billion worth of farmland, including investments on behalf of itself and other institutional investors.
February 2, 2018
Our featured client of the month, Tim H., brings to us a unique story as he previously worked for an airline that was shut down. This was when he realized he needed to do more with the retirement funds he had accumulated in his 401K but was unable to take out the funds while working for the airline company. Tim saw our ads frequently and realized that this is what he needed to do to gain control. As soon as he started investing his self-directed IRA funds, his assets began to grow tremendously. Tim became a client of NuView 5 years ago with $88,000 which has since grown to $400,000 in assets! Continue reading…
February 1, 2018
Written By: Augie Byllott
I Now Pronounce You Partners in Lending! Ok, that really wasn’t what the pastor said on the day we got married but who knew 29 years ago that one day my wife’s IRA and my IRA would be able to partner with one another.
Our Roth IRAs have been lenders to a number of real estate investors and rehabbers looking to buy, renovate and sell properties. There have been a number of occasions where we could fund the loan in one account or the other but there have been times when we were actually able to have our IRA’s partner be each owning an undivided interest in a first position note. Continue reading…
November 28, 2017
Authored By: Greg Emmer
The benefit of having a self-directed IRA is the autonomy that the account holder has in the scope of investments he/she can take part in. With the housing market hitting new highs every day, an increasingly popular strategy for an IRA is to invest in real estate. That is, buying properties, renovating them, and subsequently selling the home for a nice profit. When implementing the right acquisition strategy, an investor is certain to find several suitable purchase opportunities in today’s marketplace. Continue reading…
August 28, 2017
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…
