Join NuView's own Nate Hare on Wednesday, July 28th at 1:00 p.m. EST for our weekly workshop covering everything you need to know about Roth Conversions.
Since 2010, ANYONE - regardless of income - can convert tax deferred funds (Traditional IRA & Traditional 401(k)) in a retirement account into tax free funds (Roth IRA & Roth 401(k)). Converting your funds into a Roth IRA opens up the opportunity to have tax-free wealth for the rest of your life, AND the life of your heirs. It is a very personal financial decision that can be affected by many factors and variables in one’s life. In this workshop, we will discuss the key considerations one should make prior to doing a Roth Conversion, and how a conversion can be used as a wealth building strategy for your self-directed retirement assets.
Nate Hare serves as the Director of Retail Sales at NuView Trust. Nate has extensive experience in real estate, lending, business development, marketing, and public speaking. He has 10 years of experience in the self-directed IRA industry and holds the designation as a C.I.S.P. (Certified IRA Services Professional) from the American Banking Association. Previous to his career in self-directed IRAs, Nate worked as a senior mortgage consultant for 7 years with Silver State Mortgage, Meridias Capital, and the Royal Bank of Canada (RBC), where he gained honors with a nomination for the National Mortgage LO Rookie of the Year in 2003. Nate has also been an active real estate investor since 2002, and formerly held his real estate license with Keller Williams in 2008.
NuView’s Administrative office is based out of Orlando where Nate oversees the Retail Sales Department. NuView has experienced tremendous growth and currently administrates over approximately $1.7 Billion Dollars in client assets, with over 10,000 current clients.
Nate is also extremely active in the public through the support of groups like the Toys for Tots, My Brother Rocks the Spectrum, and Alzheimer’s Association.
Some of his past accomplishments include: Named to Top 100 People in Finance for 2019 – Top 100 Magazine 2. Featured on SDIRA article in US News and World Report, Jan 2017 3. Featured on Fox Morning News San Antonio, Dec 2014 4. Featured on Success in Real Estate Radio (SIRE Radio), March 2014, April 2014 5. Featured on SDIRA article in US News and World Report, Feb 2014 5. Received the Certified IRA Services Professional (C.I.S.P.) from American Bankers Association 2014.