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IRA Insights

Dec. 2014 Newsletter

Company News


All fair market value forms will be mailed out by December 12th, 2014 and are due by January 15th, 2015.

If you are planning to do a Roth conversion, please review this option with your CPA and be sure to have all forms completed by December 31st, 2014.


NuView Holiday Hours:

December 19th: Closure at 3 pm for company holiday celebration.

December 24th: Closure at 2 pm for Christmas Eve

December 25th: Closed for Christmas

January 1st: Closed for New Years Day

 NuView Events
On December 16th, NuView will be hosting a client networking event in our office. Reserve Your Spot Today!
We host monthly introductory and advanced self-directed IRA courses at our office headquarters:
Central Florida Events
Non-NuView Events

Broward Real Estate Investors Association General Meeting

Wednesday, December 3rd

5:30pm - 8:45pm

More Info

Central Florida Realty Investors Association General Meeting

Wednesday, December 3rd

6:00 pm - 9:00 pm

More Info


Jacksonville Real Estate Investors Association General Meeting

Thursday, December 4th

6:00 pm - 9:00 pm

More Info

Palm Beach Real Estate Investors Association General Meeting

Tuesday, December 16th
6:30 pm - 8:45 pm

More Info


Dade Real Estate Investors Association General Meeting

Wednesday, December 17th

6:30 pm - 9:00 pm

More Info


Investors Resource Center General Meeting

Thursday, December 18th

6:00 pm - 9:00 pm

More Info

Message from our President

Welcome to the blur of the season. In the rhythm of a year, why is so much crammed into the last 40 days? Just last week the kids were home from college for Thanksgiving, and now the neighbor's lights are up with the trees trimmed. Black Friday and Cyber Monday officially kicked off the season of buying, yet there is a nagging thought that we still have some year end planning to do. There likely is...


Have you made all the IRA and 401K contributions up to the limits of your retirement plan? Some contributions must be made within the calendar year to be properly recorded for the 2014 tax year.


Over 70.5 years old with a pre-tax IRA? Don't forget to take your minimum distributions before the year closes, or the IRS may levy a 50% penalty. If you need NuView to calculate the amount you need to take from your NuView account, we will be happy to do so.


Need to open a solo-401k and make a profit sharing contribution based on 2014 earnings? If you open the plan before December 31st, you have until your final tax filing deadline (October 2015) to fund the profit sharing contribution. This plan can be a great choice for those in business for themselves, together with spouses and business partners.


Want to do a conversion to a Roth IRA? If you have a pre-tax IRA (SEP, Simple, or Traditional) it is critical that you assess this option before the end of every year. This conversion can be made in steps – it’s a great idea to calculate how much you can convert before you move in the next higher tax bracket. Simply do partial conversions each year until all your funds are in a Roth account, potentially never to be taxed again.


Use your accountant or tax professional to do a quick check-up. I've found that CPAs enjoy hearing from their clients before the year runs out leaving no opportunity to take action.


Don't forget, on December 16th we have a special holiday event that will include time for speed networking. This is exclusively for NuView IRA clients. Bring a gift for the Coalition for the Homeless, enjoy some holiday noshes, and share your expertise and queries with a group of like-minded self-directing IRA investors.


May you and your family have a wonderful holiday season.


All the best in your investments,



Our Website has a New Look!

We are pleased to announce the launch of our redesigned website. A lot of time and effort was put into the site in order to make navigation easier and content more accessible. Be sure to check out our "Events" tab as well as the "Learn" tab to further your knowledge and networking. 

If you have any questions regarding the website, please feel free to call our office at 877-259-3256 to have one of our team members assist you. No changes have been made to the MyNuView online client portal.

15 Critical "Must Ask" Questions When Buying Real Estate Overseas

By: Michael Cobb

At the height of a successful career in the computer industry, Michael Cobb left to pursue pioneering opportunities in the emerging markets of Central America. He formed ECI Development, a multi-country developer with projects in 5 countries: Belize, Nicaragua, Costa Rica, Panama, and Ecuador. The model is based on the Del Webb Sun City active senior communities in the U.S., and it serves North American consumers with familiar product in multiple geographies.

Part two of three


Part two of the 15 Critical “Must Ask” Questions when Buying Real Estate Overseas will focus on “Owning Community.” While this seems like a no-brainer to most folks from North America, it really goes to the heart of what big brother does for us in North America and just how much we unconsciously depend on him. Would you think to ask to see a copy of the local zoning laws? You would likely be surprised to find there are none, and that in fact, your neighbor can legally build anything they want next door as far as the government is concerned. This is real freedom isn’t it?


But freedom and responsibility are a double edged sword. You the buyer must take the responsibility to ask the right questions to learn what you need to know so you can make the right decision for you and your interests. But how do you know what questions to ask? How can we know what we don’t know? Obviously... READ MORE

Ten Years and Going Strong

Recently, one of our NuView team members reached a fantastic milestone - Tammy Perez, NuView's transactions manager, celebrated her 10 year anniversary with NuView. Tammy has been an integral part our organization since nearly its inception. Her transactions team has processed thousands of real estate purchases, along with private placements, notes, precious metals, and much more. 

Tammy holds the prestigious Certified IRA Services Professional designation, and she continues to serve as an client advocate in developing and streamlining processes and procedures. We are incredibly thankful to have Tammy on our team, and we look forward to having her for many years to come.

Technology Levels the Playing Field for Self-Directed Investors

Matt Lutz, a Pittsburgh-based entrepreneur, has been utilizing a self-directed IRA for the past ten years. He was featured in the Forbes Magazine article, 'Go Rogue With Your IRA,' as he has used his IRA to buy real estate, trade receivables, tax liens, performing and non-performing mortgages, and floor plan loans for car dealerships. He is currently the Managing Partner of Allegheny Exchange. Matt can be reached at mlutz@tarponbaycapital.com.


Anyone with a self-directed retirement account will tell you adding alternative investments to the portfolio can supercharge investment returns and enables investors to participate in asset classes where they are most skilled and knowledgeable. After one learns about self-directed investing, he or she will typically make the same types of investments utilizing the self directed account that he or she would make outside of the account. A real estate investor who owns single family rental properties will use self-directed IRA (SDIRA) funds to buy single family rental properties or a tax lien investor will participate in tax lien auctions using his or her SDIRA. Assets like single family housing and tax liens are great allocations of SD funds. Individual investors with knowledge of the local real estate market have the same advantage as institutional investors. The barriers to entry are very low. Anyone with money can buy a mobile home, a single family home or attend a tax lien auction. The only restriction is... READ MORE


Year End Tax Planning and Your Retirement Accounts

James Duerr, a Central Florida CPA and a business member of the Central Florida Realty Investors club, touches examines Roth conversions, individual 401K plans, and maximizing profits while minimizing taxes. It's always wise to have a professional review your taxes prior to the end of the year to ensure any changes can be made without penalties. You can read his article here.

Success Story Spotlight

This month’s spotlight shines on William Williams. William began his career in the United States Air Force, where he received pilot training. He was then hired by American Airlines and worked as a pilot for 30 years. When he retired, he took a lump sum of his retirement savings in cash and entered the world of mortgages. He has been enjoying retirement for the past 20 years, and here William shares some of his secrets:


NuView IRA: How did you hear about NuView?

William Williams: Around 1995 I began doing mortgages. I was doing business with SouthTrust and even still as they turned into Wachovia, but when they rolled over into Wells Fargo they stated they no longer wanted to do business with me. I was friends with the trust officer and hired him to help me keep this going. He searched around and eventually found NuView IRA. We then had a conference call with NuView, and we felt it was a great idea.


NV: What made you want to go with NuView?

WW: I knew NuView was the right choice right away because of the people. The people at NuView are incredibly competent and I wouldn't trust my business anywhere else. Everyone remembered me from the beginning because my name is William Williams, and they liked that. It is always a pleasure to do business with NuView.


NV: Have you made any other kinds of deals? What are they?

WW: I have been very unlucky in the stock market. With mortgages, if you’re careful, you’ll never lose any money. I’ve learned that some locations are better to do mortgages than others, Georgia being one of my favorites. I’ve probably done 250 mortgages since 1995, and only two or three have gone into foreclosure.


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

WW: I would just keep doing mortgages because they have been so good to me. There have been incredibly long periods of time where the stock market has just not provided any type of return. Now if you were doing mortgages the entire time you’d be making money regardless of where the market goes. And your mortgages are fixed, they’re not like a bond that go up and down in price.


We love sharing stories like William'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 Keys, at lkeys@nuviewira.com to be considered for our next Success Story Spotlight.

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