In this episode, Jonny speaks with the President of NuView Trust Company, Jason DeBono. Jason also serves as Co-founder and Chairman of Chair the Love, a 501(c)(3) organization that provides wheelchairs and other mobility-related services to those in need.
They discuss:
1. How he got to where he is now
2. IRA and other tax strategies
Jason graduated from the University of Central Florida and has since acquired 17 years of experience in the self-directed IRA industry. He has served as Director of Business Development, Director of Operations, and Vice President for NuView Trust Company – a self-directed custodian with over $2.1 Billion of assets under custody. Now, in his role as 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.
He currently resides in Central Florida with his wife, Christina, son, Tyler, and daughter, Delaney.
Learn more about Jason:
Website: https://nuviewtrust.com/
Email: jason@nuviewtrust.com
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