Timothy Sumer

Hey Guys! Today, I want to talk to you about a concept called “partnering.” And no, we are not talking about relationships. We are talking about taking different types of self-directed retirement plans - and non-retirement plans - to maximize your buying power and your tax savings. An Example of Partnering Self-Directed Retirement Plans If you didn't already know, Nuview Trust Company is a self-directed IRA provider. We allow people to take their retirement accounts (their IRAs, their traditionals, their Roths, their SEPs, their SIMPLEs, their 401ks, etc.) and invest in things like real estate, promissory notes, private placements, and cryptocurrency… instead of investing only in stocks, bonds, and mutual funds. If you are looking to buy real estate, or even notes secured by real estate, you might need a little bit more buying power than what you have in your traditional or even your Roth IRA. In this case, partnering could be a solution for you. Here’s an examp...

Hey Everyone. It’s Brian Poss, Director of Marketing at NuView Trust here. Welcome to part two of our private equity video series. In this video, we're going to go over: 1. How you find deals 2. Websites you can use to find private equity deals 3. Performing due diligence. Most importantly, we’ll discuss what you need to look for on some of these sites to understand the investment that you're investing in. Websites You Can Use To Find Private Equity Deals There's a couple of different sites that offer private equity investing information. Like I said, with most of these sites, it doesn't matter if you have a large account or a small account, everything goes. That's why I love private equity investing because you don't need a large account. And with some of these investments, you can invest as little as a hundred dollars. It's a great tool for younger investors out there, as well as older investors that have larger accounts. Please note:...