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Upcoming Workshops


NuView Events

Lake Mary – Intro to Self-Directed IRAs

Friday, December 13, 2013
9:30 am - 10:30 am

Lake Mary, FL


Independence – Intro to Self-Directed IRAs

Friday, December 13, 2013
9:30 am - 10:30 am

Independence, OH


Ft. Lauderdale – Intro to Self-Directed IRAs

Friday, December 13, 2013
9:30 am - 10:30 am

Ft. Lauderdale, FL


Webinar - Building Wealth Through Real Estate and Private Lending

Friday, December 13, 2013
11:30 am - 12:30 pm





Non-NuView Events


Jacksonville Real Estate Investors Association General Meeting

Thursday, January 2, 2014

6:00pm - 9:00pm

NEFBA Conference Room

103 Century 21 Drive Suite 202

Jacksonville, FL 32216

More Info


Central Florida Realty Investors Association General Meeting

Wednesday, January 8, 2014

6:00pm - 9:00pm

Orlando Science Center

777 East Princeton Street

Orlando, FL

More Info

Broward Real Estate Investors Association General Meeting

Wednesday, January 8, 2014

5:30pm - 7:00pm

IGFA Fishing Hall of Fame

300 Gulf Stream Way

Dania, FL 33004

More Info

Akron/Canton Real Estate Investors Association General Meeting

Wednesday, December 11, 2013

7:00pm - 9:00pm

Knights of Columbus Hall

2055 Glenmount Ave

Akron, OH 44319

More Info

Palm Beach Investors Association General Meeting

Tuesday, December 17, 2013
6:30 pm - 8:45 pm

West Palm Beach Event Hall

2223 Palm Beach Lakes Blvd
West Palm Beach , FL

More Info

Great Lakes Real Estate Investors Association General Meeting

Tuesday, December 17, 2013

5:30 pm - 9:00 pm

Cuyahoga Valley Career Center

8001 Brecksville Rd

Brecksville, OH 44141

More Info

Dade Real Estate Investors Association General Meeting

Wednesday, December 18, 2013

6:00 pm - 9:00 pm

Miami Shores Country Club

10000 Biscayne Boulevard

Miami Shores, FL 33138

More Info

Investors Resource Center General Meeting

Thursday, December 19, 2013

6:00 pm - 9:00 pm

Winter Park Civic Center

1050 Morse Blvd.

Winter Park, FL 32789

More Info


A Message From The President

I feel as though I just paid my taxes, yet here comes the end of another year. That’s the drawback for those of us who file in October - taxes seem eternal. But here at NuView IRA, we are slavishly devoted to reducing or eliminating taxes for your retirement savings, making all the deadlines seem more palatable.

Speaking of deadlines, don’t forget a couple of important financial moves before year's end:


This is the fourth year running that you can convert your Traditional IRA to a Roth without regard to your taxable earnings - a powerful choice. Make sure you discuss with your tax professional whether this year might be a good one to convert, either partially or fully.


Additionally, if you are eligible for an individual 401(k), it must be established this calendar year in order to contribute this year’s earnings into that account. For most independent contractors the benefits of this type of account are significant:  1) the ability to borrow up to $50,000 from the account, 2) accelerated contributions, up to $56,500 for those more than 50 years old, 3) the ability to designate employee contributions as pre-tax or post-tax (Roth-like), and 4) an exemption for paying additional IRA taxes for leveraged real estate investments.

For those who celebrated your 70th-and-one-half birthday by December, you will be required to start taking your required minimum distribution (RMD). For the first year, you have until April of the next year to take your distribution, but if you are older, you must take the distributions by the end of each calendar year. Don’t worry about all the numbers; we can calculate your RMD amount for you.


Before the end of the year, be sure to contribute to your IRA, whether Traditional, Roth, Simple or SEP.  With a NuView self-directed IRA, your contributions are bound to be worth more than another Christmas sweater.


Happy holidays from all of us at NuView.




Giving Back Through Your Investments

Feeling good about your investments? For many, that question goes far beyond assessing risk, returns, or strictly financial measurements. For them, it’s not just what their money is doing for them, but also what is it doing for others. The growth of socially conscious investing has created hundreds of specialty mutual funds – from those that avoid purveyors of tobacco and alcohol to others that promote sustainable environmental solutions. According to Forbes, $1 of every $9 invested is directed into these types of funds, and these funds have grown by 22% just in the last two years.

At NuView IRA, many of our clients share a similar concern about the use of their funds. They use their IRAs and rollover 401Ks to restore neighborhoods, start businesses in their communities, lend money to entrepreneurs, and otherwise redistribute Wall Street funds back into their home town. Whether the local benefits are by design, or are accidental, the effects are equally impressive.

The great thing about a self-directed IRA is you don’t necessarily have to sacrifice your returns when your IRA is doing good for others. A close friend called me last week about putting an IRA to work in an unusual way. Through a loan, and its process, his IRA has fundamentally changed the life of the borrower. Though I’ll change the names a bit, the facts are completely true: READ MORE


Holiday Hours

Christmas Eve: Open until 1 pm

Christmas Day: Closed

New Years Eve: Open until 4 pm

New Years Day: Closed


Success Story Spotlight

This month's spotlight shines on MB, who heard about the potential locked in her IRA at CFRI. Hearing the possibilities afforded to investors by fully utilizing IRA funds, MB and her husband attended a course at NuView to learn more. The rest is history. Here she shares some of her secrets to success:

NuView: Tell us about your first investment.
MB: I made my first self-directed investment about a year ago. I stumbled upon my first investment through an exploratory conversation with a friend who was an experienced self-investor. While I wasn't SURE about my first investment, I had done my homework and felt confident enough to try it. So far I have done private lending for real estate through my IRA.

NV: What is your favorite aspect of self-directing your retirement account?

MB: Well, I was retired when I started self-directing, but have been able to substantially grow my retirement account without the benefit of my employer’s matching contribution. I clearly appreciate the tax free and/or tax deferred growth.

NV: Do you have any tips for fellow self-directors?

MB: Start small - be cautious, but not paralyzed. Get professional advice, and talk to others who self-direct. And always follow your gut; if something doesn’t feel right, don’t do it. 

NV: If you could invest in anything without restrictions, what would you invest in?

MB: Very personally, I invest in people, and my preferred methods are random acts of kindness. I can do that completely without restriction. There is no monetary return (that’s why I self-direct my IRA), but it makes me feel good, allows me to appreciate my blessings, and fills my heart with a very special feeling of joy.

We love sharing stories like MB's. These narratives are the reason we do what we do here at NuView IRA. If you or someone you know has really made something special with their self-directed IRA, we want to know. Please contact our marketing manager, Lauren Joos, at ljoos@nuviewira.com to be considered for our next Success Story Spotlight.

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