It is no secret that the majority of Americans do not have enough reserve capital saved to retire when they reach retirement age. Despite that fact, most Americans still trust their hard-earned retirement capital to be placed in the hands of a 401K or 403B custodian without questioning their investing strategies and planning. Truth be told, most have no understanding as to where their retirement funds are being invested and who is managing their accounts. So what if you could take control of your retirement accounts and decide how your hard earned capital is being invested?
Our special guest on today’s episode is Jason DeBono, Vice President at NuView Trust. He has served as both Director of Business Development and Director of Operations for NuView Trust Company – a self-directed custodian with over $1.4 billion of assets under custody. Now, in his role as Corporate Vice President, Jason oversees the day-to-day activities of the company. He is heavily recruited to speak on podcasts and at national events as a subject matter expert in tax-advantaged investing through retirement accounts. Additionally, Jason has provided continuing education to CPAs, Attorneys, and Real Estate professionals and has been a guest speaker at hundreds of investment events and conferences throughout the United States.
Jason found his inspiration for becoming an expert in investing with self-directed IRA’s (SDIRA) after realizing a lack of financial education with those who are close to him. Jason graduated from the University of Central Florida and has since acquired 15-years of experience in the self-directed IRA industry. Jason explains the importance of obtaining financial literacy and taking control of your retirement planning using self-directed IRA’s.
In this episode, we cover:
What is a self-directed IRA?
How do you start a self-directed IRA?
What are the various types of IRAs available?
How can an investor leverage their SDIRA to invest in real estate?
The importance of financial literacy and why alternative investments like real estate can provide better risk adjusted returns vs. the stock market?
Vetting your SDIRA custodian.
Tune in today to learn more about these topics and so much more in this information packed episode.
To learn more about NuView Trust visit:
Website: https://www.nuviewtrust.com/
Resources mentioned in today’s episode:
Books:
Rich Dad/Poor Dad Robert Kiyosaki
The Richest Man in Babylon By George Samuel Clason
