keep in mind that there are certain important factors to consider as you weigh this decision with your clients, including desired investment options and services, fees and expenses, withdrawal options, required minimum distributions, and tax treatment, as well as each client’s unique financial and retirement needs. the entire balance may grow unaffected by taxes and is tax free when withdrawn – as long as certain requirements are met.† allows eligible rollover money to remain invested on a tax-deferred basis without paying current income taxes or penalties. to the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client’s investment decisions.
fidelity institutional asset management (fiam) investment management services and products are managed by the fidelity investments companies of fiam llc, a u.s. registered investment adviser, or fidelity institutional asset management trust company, a new hampshire trust company. fiam products and services may be presented by fdc llc, a non-exclusive financial intermediary affiliated with fiam and compensated for such services. contact fidelity for a prospectus or a summary prospectus, if available, containing this information.
nuview was created to assist ira holders in accessing the broadest range of choices within their tax-advantaged retirement funds. while some clients in private investments still seek the advice and counsel of financial advisors, many prefer to go-it-alone, driven by their own research and experience. unaware by many investors, cryptocurrency and digital money such as bitcoin are assets allowed to be held and secured within one’s ira. investing in secured and unsecured notes offers freedom to set terms and collateral that can reduce risk and increase returns.
from precious metals to tax liens and much more, the power of self-direction provides more choices and more control to invest in what you know and understand. as a result transactions are quick and smooth.” | nuview trust is not a fiduciary and only provides services to self-directed accounts that are non-discretionary and/or administrative in nature. nuview trust has no responsibility or involvement in selecting or evaluating any investment.
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