Secure Act 2.0 Update And IRA Implications By Nuview Trust President – Jason De Bono
April 29, 2022
News
Your Self-Directed IRA is Being Targeted By Congress
September 24, 2021
The CARES Act of 2020: How Are Retirement Plans Affected?
April 15, 2020
The Coronavirus Aid, Relief, and Economic Security, or “CARES Act” – the third emergency bill that Congress has passed in response to the novel coronavirus (COVID-19) pandemic – was signed into law on Friday, March 27, 2020. The CARES Act contains certain relief provisions for qualified retirement plans and IRAs.
THE CARES ACT OF 2020: HOW ARE RETIREMENT PLANS AFFECTED?
April 7, 2020
The Coronavirus Aid, Relief, and Economic Security, or “CARES Act” – the third emergency bill that Congress has passed in response to the novel coronavirus (COVID-19) pandemic – was signed into law on Friday, March 27, 2020. The CARES Act contains certain relief provisions for qualified retirement plans and IRAs.
NuView COVID-19 Update
April 6, 2020
Together we are facing COVID-19, an unexplainable virus that has disrupted most of our lives, whether it is travel, entertainment, worship or perhaps even employment. While it seems we aren’t able to control a lot during these unprecedented times, NuView remains focused on helping our clients.
Continue reading…Unintended Consequences of Government Policy
February 5, 2019
Government policies have a strong influence on the economy and markets. Those policies can accomplish both their intended results, but also create unintended consequences. The specific government policies that we are referring to include zero interest rates, quantitative easing, excessive growth of government spending in excess of tax collections and GDP growth, tax cuts, tariffs, and restrictions on foreign governments. All of these policies may have good intentions but they do not occur in a vacuum. We believe there are three unintended or ignored consequences:
- Government and corporate debt have exploded
- Inflation may begin to accelerate leading to stagflation
- The dollar’s international reserves status is threatened
Stock Market Volatility? Don’t Worry, it will all Work Out…
October 15, 2018
As I write this brief piece, the Stock Market, represented by the Dow Jones index has plunged over 1300 points from record heights. While this represents about a 5% decline, it seems like a volatile way to prepare for retirement. Meanwhile, stock pundits are encouraging calm – as the losses only represents half of the gain of the entire past year. They say, “Don’t worry, it will come back – it always comes back.”
Trump Signs Retirement Executive Order
September 4, 2018
Last week President Trump signed an executive order to expand access to employer sponsored retirement plans such as 401Ks.
How big a deal is this?
The purpose is to get more employers to offer sponsored plans to their employees – especially companies with smaller number of employees. Forty Seven percent of all employees that work in companies with less than 100 employees have no employer savings plan.
First, to be clear, all that has been accomplished is that the administration has directed the Departments of Labor and the Treasury to consider ways to improve notice requirements to reduce paperwork and administrative burdens on the employers. So, moving at the speed of government, we will likely see some regulatory easing of regulation and the ability for smaller companies to join with other companies to offer Multiple Employer Plans. The objective is to lower the administrative costs and burdens, and make it more attractive to small businesses.
Important Updates for NuView Clients
January 23, 2018
Please be advised that:
- Your account statements from 2017 Q4 are now available in your client portal. Simply login to your client portal to access and/or download your statement.
- Valuations are due. The deadline for Fair Market Valuations is January 31, 2018. There is a $25.00 fee per quarter per asset that will be assessed starting March 1st 2018 for all assets that have not been updated. Please contact us if you need any paperwork or assistance for your valuation.
Please contact us via email info@nuviewira.com or call us at 407-367-3472 if you have any questions.
All the best for 2018!
