We'd love to hear from you. What are your thoughts and questions?

Brian Martinez is a Senior IRA Specialist with NuView Trust Company who has helped new and seasoned investors alike use Self-directed IRAs to significantly build and secure their wealth. Since 2018, Brian has specialized in educating investors big and small on how to purchase Passive Real Estate in a Tax-Deferred or entirely Tax-Free vehicle at NuView Trust. Brian exudes passion when educating others on often overlooked investment vehicles and has prioritized creating true diversification for his clients’ portfolios. Brian’s primary focus is on building relationships with local REIAs, Syndicators, investors raising capital, or those looking to lend their IRA money to other Real Estate Investors. He spends his free time enjoying the Florida sunshine and networking at Real Estate conferences across the US.

Main Points:

• What is a Self-Directed IRA
• Who is disqualified 
• What type of accounts can be used
• Tax Free or Tax Deferred you get the choice
• Employer Plans for Self- Employed
• Pre-tax vs Post tax contributions

Connect with Atticus:

• www.sdira.nuviewtrust.com/steedtalkerpodcast
• https://www.nuviewtrust.com/  
• [email protected] 
• 727-217-5385