Podcasts about kaaren hall

What if the biggest opportunity in real estate and entrepreneurship is hidden inside your retirement account—and no one told you? In this episode of The Rich Somers Report, Rich sits down with Kaaren Hall, founder and CEO of uDirect IRA Services, to break down how investors can unlock the $40 trillion locked inside retirement accounts using self-directed IRAs.Rich and Kaaren discuss:How to legally use your IRA or 401(k) to invest in real estate, private equity, and boutique hotelsThe difference between traditional custodians and self-directed onesWhy Wall Street doesn't want you to know about this strategyThe most common mistakes investors make when using retirement funds—and how to avoid themHow to structure your deals, fund your investments, and build long-term wealth using pre-tax dollarsKaaren shares real-life examples of clients who've rolled over retirement accounts, invested into alternative assets, and scaled their net worth—without triggering penalties or taxes. If you're sitting on old retirement accounts or just want to take back control of your money, this episode is your playbook.Join our investor waitlist and stay in the know about our next investor opportunity with Somers Capital: www.somerscapital.com/invest. Want to join our Boutique Hotel Mastermind Community? Book a free strategy call with our team: www.hotelinvesting.com. If you're committed to scaling your personal brand and achieving 7-figure success, it's time to level up with the 7 Figure Creator Mastermind Community. Book your exclusive intro call today at www.the7figurecreator.com and gain access to the strategies that will accelerate your growth.

In this episode of the Investor Club Roundup, Joey Romero chats with Kaaren Hall of OCREIA and Derek Harms of NSDREI. They explore their clubs' missions, meeting formats, and how they're helping investors navigate today's shifting market. From self-directed IRAs and assisted living to local real estate trends in Orange County and San Diego, this episode offers valuable insights, strategies, and the power of community in real estate investing. For more information on this month's featured clubs and speakers, please see below:Orange County Real Estate Investors AssociationNorth San Diego Real Estate Investors Association, IncIn this episode:Unique audience questions answered by industry experts Kaaren Hall and Derek HarmsInvestor concerns about rising interest rates and housing affordability in today's marketIn-depth look at San Diego & Orange County's real estate market dynamics and regional trendsThe importance of networking, mentorship, and community in investor successHow the recent stock market downturn is influencing real estate investment decisionsWhy real estate remains a resilient alternative asset during economic uncertaintyThe Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

In this episode of the Investor Club Roundup, Joey Romero chats with Kaaren Hall of OCREIA and Derek Harms of NSDREI. They explore their clubs' missions, meeting formats, and how they're helping investors navigate today's shifting market. From self-directed IRAs and assisted living to local real estate trends in Orange County and San Diego, this episode offers valuable insights, strategies, and the power of community in real estate investing. For more information on this month's featured clubs and speakers, please see below:Orange County Real Estate Investors AssociationNorth San Diego Real Estate Investors Association, IncIn this episode:Meet the guests: Kaaren Hall of uDirect IRA and Derek Harms of North San Diego Real Estate Investors (NSDREI)Introduction to OCREIA and NSDREI: Mission, community, and core valuesReal estate meeting schedules and investor demographics in Orange County and San DiegoKey differences between investing in Orange County vs. San Diego real estate marketsLocal investment strategies tailored to Southern California real estate opportunitiesWhy join a local REIA: Networking, education, and market insightsThe Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading provider of self-directed IRA accounts since 2009. With over two decades of experience in real estate, mortgage lending, and property management (and especially Self-Directed IRAs) Kaaren has empowered thousands of people to take control of their retirement funds and invest in alternative assets, such as real estate, private lending, precious metals and more.Her expertise in self-directed retirement accounts has made her a sought-after speaker, and she has been a featured panelist and presenter at industry-leading conferences, including BiggerPockets' BPCON22, 23 & 24.Kaaren is also the founder of OCREIA (Orange County Real Estate Investors Association), where she fosters a vibrant community of real estate investors through education and networking since 2012. Adding to her accolades, Kaaren is now the author of the newly published Self-Directed IRA Investing: A BiggerPockets Guide, the definitive resource for investors looking to unlock the power of self-directed IRAs to build wealth. Published by BiggerPockets Publishing, this comprehensive guide combines actionable insights, real-world examples, and Kaaren's extensive industry knowledge to help investors confidently navigate the world of self-directed retirement accounts.Beyond her professional achievements, Kaaren's entrepreneurial journey has enabled her to support meaningful charitable giving, and inspire others to take control of their financial futures. She also serves on the Board of Directors for The Council on Aging Southern California as well as the board for RITA (the Retirement Industry Trust Association), where she continues to advocate for transparency and education in the retirement industry.Buy her book for $9.99 - https://store.biggerpockets.com/products/self-directed-ira-investing-a-biggerpockets-guideChapters00:00 Introduction to Self-Directed IRAs03:18 Market Trends and Investment Opportunities06:22 Karen Hall's Journey to CEO09:31 Differentiating UDirect IRA Services12:17 Understanding Self-Directed IRAs15:09 Prohibited Transactions and Compliance18:04 Checkbook Control vs. Custodian Management20:44 Navigating UBIT and UDFI Taxes23:33 Fair Market Value Requirements24:25 Understanding Fair Market Value in Self-Directed IRAs28:26 The Importance of Contributions and Retirement Planning30:13 Managing Idle Cash in Your IRA31:23 Educational Resources for Passive Investors34:26 Due Diligence for Passive Investors36:11 Bucket List Achievements and Future Aspirations37:34 Investing in Boutique Hotels38:57 Connecting with uDirect IRA40:11 outroRANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorKeywordsself-directed IRA, passive investing, UBIT, UDFI, market trends, investment strategies, retirement planning, fair market value, prohibited transactions, educational resources

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode! Today, we're joined by Kaaren Hall, a Self-Directed IRA Expert and the dynamic CEO of uDirect IRA Services and OCREIA. From her early days as a news and traffic reporter to becoming a leading voice in the self-directed IRA space, Kaaren has built an impressive legacy by helping investors take control of their retirement savings and grow wealth through alternative assets.In this empowering episode, Kaaren breaks down the ins and outs of self-directed IRAs, including how to roll over retirement funds, the rules to watch out for, and how investors are using these accounts to invest in everything from real estate to precious metals—and even Super Bowl tickets. She explains key terms like UBIT and UDFI in simple language, and why having the right team of advisors is crucial when investing through tax-advantaged accounts. You'll hear real-world stories, red flags to watch out for, and actionable tips to help you avoid costly mistakes and make smarter investment choices.If you're thinking of rolling over your retirement funds or exploring passive income through self-directed accounts, this episode is packed with golden insights from one of the industry's best. Tune in now to level up your investment strategy and protect your future wealth.YT TIMESTAMPS00:52 – Guest intro: Kaaren Hall02:01 – What is a self-directed IRA?03:48 – How Kaaren started uDirect IRA in 200905:52 – Why most people don't know about alternative investments07:29 – Vetting sponsors and avoiding fraud in syndications09:57 – How capital calls and rate hikes affected IRA investors12:00 – Borrowing from your retirement account (401k vs IRA)14:14 – Uncommon investments (like flipping Super Bowl tickets!)16:47 – Red flags in self-dealing and wholesaling inside an IRA18:14 – What savvy investors do differently19:45 – UBIT, UDFI, and how leveraged deals trigger IRA taxes21:54 – Why having a strong advisory team is essential24:03 – Final tip: Education before actionANCHOR TIMESTAMPS01:28 – Guest Intro: Kaaren Hall02:37 – What Is a Self-Directed IRA?04:24 – How Kaaren Started uDirect IRA in 200906:28 – Why Most People Don't Know About Alternative Investments08:05 – Vetting Sponsors and Avoiding Fraud in Syndications10:33 – How Capital Calls and Rate Hikes Affected IRA Investors12:36 – Borrowing from Your Retirement Account (401k vs IRA)14:50 – Uncommon Investments (Like Flipping Super Bowl Tickets!)17:23 – Red Flags in Self-Dealing and Wholesaling Inside an IRA18:50 – What Savvy Investors Do Differently20:21 – UBIT, UDFI, and How Leveraged Deals Trigger IRA Taxes22:30 – Why Having a Strong Advisory Team Is Essential24:39 – Final Tip: Education Before ActionConnect with the Guest:Website: https://udirectira.com/https://www.ocreia.com/Linkedin: https://www.linkedin.com/in/kaarenhall/Facebook: https://www.facebook.com/kaaren.hall/#SelfDirectedIRA #AlternativeInvesting #RealEstateTaxStrategy #PassiveIncome #RetirementPlanning

In this conversation, Kaaren discusses the intricacies of self-directed IRAs, including their benefits, common mistakes, and alternative investment opportunities. She shares insights from her experience as the CEO of UDirect IRA Services, emphasizing the importance of saving for retirement and the impact of IRS regulations. Karin also highlights practical steps for securing financial futures and shares success stories of individuals who have effectively utilized self-directed IRAs. The discussion touches on community outreach and the importance of planning for retirement.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading provider of self-directed IRA accounts since 2009. With over 20 years of experience in real estate, mortgage lending, and self-directed retirement accounts, she has helped thousands take control of their retirement funds by investing in alternative assets like real estate, private lending, and precious metals. A sought-after speaker, Kaaren has shared her expertise at top industry conferences, including BiggerPockets' BPCON22, 23 & 24.In addition to leading uDirect IRA Services, Kaaren founded the Orange County Real Estate Investors Association (OCREIA) in 2012, fostering education and networking among investors. She is also the author of Self-Directed IRA Investing: A BiggerPockets Guide, a comprehensive resource for investors looking to build wealth through self-directed IRAs. Passionate about financial education and advocacy, she serves on the boards of The Council on Aging Southern California and the Retirement Industry Trust Association (RITA), promoting transparency in the retirement industry.Take control of your future and discover a powerful retirement secret for real estate investors: Self- directed IRAsSelf-Directed IRA Investing: A BiggerPockets Guide with Kaaren Hall. Get it HEREIn this episode:How Self-Directed IRAs empower investors beyond traditional retirement accounts.Self-Directed IRAs vs. 401(k): Key Differences – What sets them apart and which is best for your financial goals. Managing Real Estate in a Self-Directed IRA – Strategies, tax advantages, and potential pitfalls.The Legal Framework for Self-Directed IRAs – What assets qualify and how to stay compliant.Mistakes Investors Make with Self-Directed IRAs. How the SECURE Act 1.0 & 2.0 Affects Retirement Accounts.The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading provider of self-directed IRA accounts since 2009. With over 20 years of experience in real estate, mortgage lending, and self-directed retirement accounts, she has helped thousands take control of their retirement funds by investing in alternative assets like real estate, private lending, and precious metals. A sought-after speaker, Kaaren has shared her expertise at top industry conferences, including BiggerPockets' BPCON22, 23 & 24.In addition to leading uDirect IRA Services, Kaaren founded the Orange County Real Estate Investors Association (OCREIA) in 2012, fostering education and networking among investors. She is also the author of Self-Directed IRA Investing: A BiggerPockets Guide, a comprehensive resource for investors looking to build wealth through self-directed IRAs. Passionate about financial education and advocacy, she serves on the boards of The Council on Aging Southern California and the Retirement Industry Trust Association (RITA), promoting transparency in the retirement industry.Take control of your future and discover a powerful retirement secret for real estate investors: Self- directed IRAsSelf-Directed IRA Investing: A BiggerPockets Guide with Kaaren Hall. Get it HEREIn this episode:Craig welcomes Kaaren Hall, CEO of uDirect IRA Services LLC From radio to real estate, how managing an apartment building led to a thriving career.Launching uDirect IRA Services – Kaaren's path to founding a leading self-directed IRA company.Partnering with The Norris Group – Her long-standing collaboration with Bruce and Aaron Norris and their shared impact.Aaron Norris' Influence – how Aaron played a key role in uDirect IRA Services' success.How OCEREIA supports the local community.Self-Directed IRAs Explained – Key benefits and how they empower investors.Understanding regulations for smarter investing.How self-directed IRAs shape long-term wealth strategies.The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

How can you use your retirement accounts to reach FIRE faster? We've talked a lot about the “middle-class trap”—having too much of your net worth trapped in your retirement accounts and home equity—and we may have the secret weapon to help you escape it. Not only that, this strategy allows you to keep more of what you earn, take control of your investments, and build a (relatively) passive real estate portfolio while you get closer and closer to FIRE. Of course, we're talking about self-directed IRAs and Kaaren Hall's new book, Self-Directed IRA Investing: A BiggerPockets Guide (use code “SDIRA10” for 10% off)!  Never heard of them? Self-directed IRAs (SDIRAs) are retirement accounts that give you more control over what you invest in. So, instead of just stocks and bonds, you can use your retirement funds to buy rental properties, become a passive private money lender, and invest in real estate syndications. These investments can often get higher returns than stock market averages, helping you reach your retirement goals faster! So, how do you use it to escape the middle-class trap? Today, Kaaren shares some of the often overlooked strategies to withdraw early from your self-directed IRA so you can FIRE in your forties or fifties instead of waiting until your sixties! In This Episode We Cover Self-directed IRAs explained, plus why they're a “secret weapon” for retirement Self-directed IRAs vs. traditional IRAs and what you can invest in with each Escaping the “middle-class trap” with early withdrawal strategies for retirement accounts Completely passive real estate investments you can put inside your self-directed IRA How to turn your old employer-sponsored retirement account into a self-directed IRA And So Much More! Links from the Show Mindy on BiggerPockets Scott on BiggerPockets Listen to All Your Favorite BiggerPockets Podcasts in One Place Join BiggerPockets for FREE Email Mindy: Mindy@biggerpockets.com Email Scott: Scott@biggerpockets.com BiggerPockets Money Facebook Group uDirect IRA Get fast, affordable landlord insurance with Steadily BiggerPockets Money Listeners Get 10% Off the Book with Code “SDIRA10” Property Manager Finder Finance Friday: How the “Middle-Class Trap” Stops Your Early Retirement Connect with Kaaren (00:00) Intro (01:23) Self-Directed IRAs Explained (05:49) Buy Real Estate with Retirement Accounts! (10:37) Opening a Self-Directed IRA (13:55) Escaping the Middle-Class Trap (17:41) Real Estate IRA Rules (20:52) Best Alternative Investments (23:56) 401(k) vs. IRA and Minimum Distributions (27:57) Withdraw from Your IRA for FIRE! (34:49) Self-Directed HSAs! (Timestamp) (36:59) When to Use a Self-Directed IRA (41:48) 403(b)s and TSPs (43:20) BIG Changes! (48:20) Grab the Book! Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-603 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Welcome to our latest episode! Today, we are thrilled to feature an extraordinary panel of real estate experts: Kathy Fettke, Veena Jetti, Kaaren Hall, and Ashley Wilson. These trailblazing women share their diverse insights on navigating today's real estate market, leveraging innovative strategies, and embracing opportunities during challenging times. Kathy Fettke is a seasoned investor and media personality, co-founder of RealWealth, and host of "The Real Wealth Show" and "Real Estate News for Investors." Kathy offers a unique perspective on real estate trends and economics, empowering investors to achieve financial freedom. Veena Jetti, founder of Vive Funds, is a multifamily expert managing a $1 billion portfolio. Known for her innovative approaches to real estate and deep expertise in finance, Veena is passionate about scaling and creating value in her deals. Kaaren Hall, CEO of uDirect IRA Services, is a leading authority on self-directed IRAs and retirement investing. She helps investors unlock alternative asset opportunities, from real estate to precious metals and more. Ashley Wilson, co-founder of Bar Down Investments and author of The Only Woman in the Room, is a multifamily operations expert who has managed over $13 million in construction projects and 1,500 units. Ashley's meticulous approach to operations drives unparalleled results. In this episode, the panel discusses the current state of real estate investing, including strategies for navigating rising interest rates, value-add projects, and creative financing. They explore how operations excellence can mitigate risks and provide a competitive edge, while touching on innovative approaches like 3D-printed housing and container homes. The conversation also delves into the critical role of women in real estate, challenges faced in the industry, and opportunities to create inclusive spaces for future leaders. Tune in now to learn from these powerhouse women about how to thrive in today's real estate landscape and beyond! TIMESTAMPS 00:05 – Guest intro: Kathy Fettke, Veena Jetti, Kaaren Hall, and Ashley Wilson 01:10 – Challenges and opportunities in the current real estate market 04:45 – Rising interest rates and their impact on investments 09:20 – Strategies for creative financing and value-add projects 14:15 – Innovative solutions in construction, including 3D printing and container homes 20:30 – Self-directed IRAs for real estate investing 32:45 – Unique opportunities in today's real estate landscape 40:20 – Diversity and inclusion in real estate leadership 49:15 – Key takeaways and actionable insights from the panel 56:00 – Closing remarks Connect with the Guests: Kathy Fettke Website: https://realwealth.com/ LinkedIn: https://www.linkedin.com/in/kathyfettke/ Instagram: https://www.instagram.com/kathyfettke/?hl=en Linktree: https://link.me/kathyfettke Veena Jetti Website: https://vivefunds.com/ LinkedIn: https://www.linkedin.com/in/veenajetti/ Instagram: https://www.instagram.com/veenajetti/?hl=en Kaaren Hall Website: https://udirectira.com/ LinkedIn: https://www.linkedin.com/in/kaarenhall/ Instagram: https://www.instagram.com/kaarenhall/ Ashley Wilson Website: https://www.bardowninvestments.com/ LinkedIn: https://www.linkedin.com/in/badashinvestor/ Instagram: https://www.instagram.com/badashinvestor/?hl=en Linktree: https://linktr.ee/BadAshInvestor #RealEstateInvesting #WomenInRealEstate #RealEstateMasters #RealEstateInnovation #InvestmentStrategies

uDirect IRA: Empowering Rent To Retirement Investors with Self-Directed Wealth Solutions https://udirectira.com/rent-to-retirement

uDirect IRA: Empowering Rent To Retirement Investors with Self-Directed Wealth Solutions https://udirectira.com/rent-to-retirement

This is our 50th episode, and we are beyond excited to have Kaaren Hall back for this special episode! Kaaren is a leading expert in self-directed IRAs and alternative investments.If you want to diversify your portfolio and boost your retirement strategy, this episode is packed with insights you can't afford to skip.Let's dive in.

      Listen in as Erin and Kaaren discuss: From a radio announcer, to the mortgage industry and into self-directed IRAs where Kaaren could transfer all her past experience How to get a self-directed IRA… from funding to the importance of due diligence The one requirement in order to qualify for a self-directed IRA Rolling over a 401k assets to a self-directed IRA The difference between IRAs and self-directed IRAs, including in the alternative asset space How self-directed IRAs has the ability to compound faster with less fees than traditional IRAs Different types of alternative asset classes that can be held in self-directed IRAs Who your self-directed IRA can't invest in… a.k.a. Disavowed people and prohibited transactions How one person used his self-directed Roth account to purchase Super Bowl tickets … and much more! About Kaaren Hall, CEO uDirect IRA Services, LLC and OCREIA Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com. Kaaren is also CEO/Founder of OCREIA – the Orange County Real Estate Investors Association. Founded in 2012, OCREIA has over 3,000 members. The group offers real estate investing education for all levels of investors on a large variety of real estate investing topics. Learn more at OCREIA.com How to Connect With Kaaren Website: https://udirectira.com/ YouTube: https://www.youtube.com/channel/UCWAycexbDjYjHh8R8goug0A LinkedIn: https://www.linkedin.com/company/851967 Facebook: https://www.facebook.com/uDirectIRA/ Instagram: https://www.instagram.com/udirectiraservices/ Twitter: https://twitter.com/uDirectIRA

Main Theme:This episode dives into the intriguing world of self-directed retirement accounts, particularly focusing on self-directed IRAs and their pivotal role in real estate investment. We unravel the complexities and opportunities these accounts offer, providing listeners with expert insights from Kaaren Hall, owner of Udirect IRA Services.Key Discussion Points:Introduction to Self-Directed IRAs:Contrary to popular belief, self-directed IRAs have been around for approximately 50 years.Despite their longevity, these accounts remain relatively obscure due to minimal marketing compared to larger brokerage firms.Investment Flexibility:Self-directed IRAs allow investments in alternative assets like real estate, private equity, and cryptocurrencies.Emphasis on reinvesting proceeds within the IRA to build wealth and avoid tax penalties.Importance of Preservation:Highlighting the significance of keeping funds within retirement accounts to avoid substantial fees and penalties from early withdrawals.Differentiation between individual and employer-sponsored plans, including SEP IRAs, traditional and Roth IRAs, and solo 401(k)s.Due Diligence:Essential steps to prevent fraud when investing in self-directed assets.Advising thorough checks for licensing and property ownership.Legislative Changes:Overview of changes brought by the Secure Act 2.0, signed into law in December 2022.Discussing increased contribution limits, adjusted catch-up contributions, and new required minimum distributions (RMDs) age requirements.Introduction of a strategy for transferring long-held 529 account funds tax-free to a Roth IRA.Expert Insights:Kaaren Hall shares her expertise on investment strategies.Promotion of an upcoming webinar focused on real estate investing.Philanthropy Spotlight:Mention of Steedtalker Capital's philanthropic efforts towards horse treatment.Conclusion:Join us for an enlightening discussion with Kaaren Hall, where we explore the underutilized yet highly beneficial self-directed IRAs. Learn how to diversify your investment portfolio, navigate legislative changes, and employ effective strategies to build a robust retirement fund through real estate and other alternative assets.Connect with Kaaren Hall:khall@udirectira.comhttps://www.facebook.com/uDirectIRAhttps://www.instagram.com/udirectiraservices/https://www.linkedin.com/company/851967https://twitter.com/uDirectIRAhttps://www.youtube.com/c/uDirectIRAhttps://udirectira.com/

This week we have guest host Joey Romero, SVP of The Norris Group giving you a second taste of what we will be doing at Elevated on June 8th at the Riverside Convention Center in Riverside Ca.  Tune in as Joey interviews Kaaren Hall of uDirect IRA Services and Matt MacFarland of Keystone CPA.In an effort to continue the educational legacy of The Norris Group we are proud to present our first Educational Seminar of 2024.  ELEVATED is a day of education designed to help real estate investors “elevate” your market knowledge, “elevate” your investor toolbox, and “elevate” your tax strategies.ELEVATED in an opportunity for real estate investors to learn wealth building tactics from our industry experts.  Join us LIVE in Riverside this June and ELEVATE!ELEVATED- Tax Strategies, Wealth Building Tactics and Market Update/Forecast - June 8Get TicketsMore DetailsIn this episode:Retirement planning, tax benefits, and IRA investments.Common mistakes investors make.Tax planning and preparationPotential changes in taxes and self directed IRAs in 2024The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

Please join our host, Attorney Kim Lisa Taylor, while she explores the intricacies of allowing self-directed IRA investors in your Syndicate. Our special guest is our friend, Kaaren Hall of UDirect IRA. Kaaren is a thought leader in the self-directed IRA space, on both the marketing and legislative fronts. We also ask her to share some of her marketing secrets (so you can use them to meet your own investors), as she is one of the most effective marketers we know.Episode at a glance:The difference between a retirement account and a self-directed IRAThe benefits of investing with an IRARed flags that could prevent a custodian from releasing an investor's funds to a SyndicateWhat is UBIT and how does it affect an IRA Investor?

EPISODE SUMMARY: In this special episode , unlock the blueprint to financial freedom as Karen Hall acting as the host for OCREIA and I join forces to traverse the unique convergence of veterinary medicine and real estate investing. Embark on a revelatory journey and discover a transformative 'Know Your Why' philosophy, which serves as the bedrock for the success in both my professional endeavors and personal life. Grasp how this guiding principle can illuminate your own motivations, powering your stride towards achieving your financial goals. Furthermore, we stress the critical role community and kinship play in the investment arena, considering our investors as an extension of our own families and underscoring our dedication to supporting veterinary mental health.   WHAT IS OCREIA: OCREIA - Orange County Real Estate Investors Association - is a group of real estate investors from throughout Orange County California who help each other learn more about real estate investing.   GET IN TOUCH WITH OCREIA : https://www.ocreia.com/   EPISODE CHAPTERS: (0:00:02) - Real Estate Investing Q&A With Jason Synergies between veterinary medicine and real estate investing, financial freedom through real estate, 'Know Your Why' philosophy, family and community, and veterinary mental health advocacy. (0:16:04) - Building Passive Income Through Real Estate Transition from active to passive income through real estate, with mentorship and networking, and positive impact on others in business. (0:21:45) - Real Estate Syndication Personal journey in real estate, treating primary residences as investments, challenges faced in 2022 market changes, importance of mentorship and resilience. (0:38:27) - Building Resilience for Financial Impact Understanding your "why" and adopting a solution-based approach to overcome challenges in business and life, while promoting financial literacy and addressing high suicide rates in the veterinary profession. (0:46:17) - Real Estate Fund Management and Syndication Real estate fund management, culture in team building, mindset shifts, mentorship, financial struggles, family impact, real estate license, tax benefits, personal heroes, continuous advancement. (0:55:36) - Real Estate Investing Resources and Trends Bigger Pockets is a valuable resource for real estate investment, discussing current market opportunities and the importance of staying informed. (1:04:19) - Podcast on Real Estate Investing Success Real estate investors and entrepreneurs join our virtual meetings to learn and grow, with a focus on philanthropy and convenience. If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://audionautix.com/  

#12: In this episode of The Lenders Playbook, we explore the world of self-directed IRAs and private lending, uncovering the great benefits they offer savvy investors. Kaaren Hall helps us explore the freedom and flexibility of self-directed IRAs, which allow you to take control of your retirement savings and explore a wide range of investment opportunities beyond traditional stocks and bonds.From syndications to private loans, we uncover the diverse landscape of investment options available through self-directed IRAs, shedding light on how these vehicles can ignite wealth-building strategies and diversify portfolios.

Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Welcome to this episode featuring Kaaren Hall, a Self-Directed IRA Expert and CEO at uDirect IRA Services, and OCREIA. Having navigated through recessions and market collapses, Kaaren's journey from being an on-air news and traffic reporter to founding uDirect IRA Services is nothing short of inspiring. She has harnessed her expertise in mortgage banking, real estate, and property management to pioneer in the realm of self-directed IRAs, tapping into an overlooked market for both her skills and investors alike. In this enlightening episode, Kaaren delves into the intricacies of self-directed IRAs, providing invaluable insights into alternative retirement investment options and shedding light on changes and challenges within the financial industry. With her signature passion for education, Kaaren shares investment strategies tailored to the current market landscape, emphasizing the unique opportunities available for self-directed IRAs. Join us as Kaaren discusses the power of learning and community in investing, and unveils a plethora of investment options from real estate to startups. Through webinars, YouTube videos, live events, social media, and her free weekly newsletter, Kaaren continues to demystify self-directed IRAs, empowering tens-of-thousands of investors and professionals to take control of their financial futures. Tune in now! Be empowered, and learn about Kaaren's roadmap to financial freedom and prosperity! TIMESTAMPS 00:48 - Guest Introduction: Kaaren Hall 04:38 - Insights on self-directed IRAs and retirement accounts 05:40 - Exploring alternative retirement investment options 11:16 - Changes and challenges in the financial industry 18:17 - Investment strategies and considerations for the current market 22:01 - Unique investment options for self-directed IRAs 25:53 - The power of learning and community in investing Connecting with the Guest: Website: https://udirectira.com/ https://www.ocreia.com/ Linkedin: https://www.linkedin.com/in/kaarenhall/ Facebook: https://www.facebook.com/kaaren.hall/ #SelfDirectedIRAs #IndividualRetirementAccounts #AlternativeInvestments

Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com.   What You Will Learn: Who is Kaaren E Hall? What led her way to self-directed IRAs? Kareen shared when she founded the company, uDirect IRA. What is an IRA? Who is Gerald Ford? IRA can invest usually through private equity into different kinds of real estate projects. What are prohibited transactions? What are the rules of self-directing? Kaaren shares how everyone can contact him. Additional Resources from Kaaren E Hall: Website:https://udirectira.com/ Phone: +1 (949) 293-6267 Email: khall@uDirectIRA.com LinkedIn: https://www.linkedin.com/company/851967, https://www.linkedin.com/groups/137760/ Facebook: https://www.facebook.com/uDirectIRA Twitter: https://twitter.com/uDirectIRA Instagram: https://www.instagram.com/udirectiraservices/ YouTube: https://www.youtube.com/c/uDirectIRA Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

"It's not passive, it's your asset and it's your money so you don't just sit back and hope someone else is taking care of your money because no one cares about your money like you do." -Kaaren Hall    Today I am interviewing Kaaren Hall who is the founder of uDirect IRA Services. uDirect helps thousands of people self direct their IRA's into private equity investments such as real estate, notes, performing & non performing debt, crowdfunding and more. Assisting people with taking their retirement out of wall street and into private equity, Kaaren opened uDirect IRA in 2009, just a year after the 2008 downturn. She has presented at many local meetings including my FIBI Pasadena meeting numerous times as well as been a previous guest on my show.    Kaaren Hall: Prior to her career in IRA services and investing, Kaaren was a radio host and a news and on air traffic reporter. She then began working in the banking and real estate industry before taking a leap and beginning her own practice in Southern California. Understanding the importance of retirement and the power of taking care of your own financial freedom, uDirect IRA specializes in helping people create their own future in which they have full control over their retirement and financial freedom.    TOPICS COVERED IN THE EPISODE   Being a woman in a male dominated industry  What are we responsible for  The importance of a morning routine  Inner determination  How do we build discipline  What you can and cannot do with a self directed IRA How do we make this process simple  Learn the rules of the game  New changes in the IRA industry  What is a 529 plan  What is a sep IRA How are people currently being impacted by the recession Has fraud died down  How do contribution limits impact an account What is Finra Broker Check  No one else will care about your money like you Why this is not a passive asset  The importance of multiple streams of income for retirement  What do you need to retire   Listen now and find out how Kaaren found her Real Estate Breakthrough!   The Real Estate Breakthrough Show with Christina Suter is where we talk about the reality of real estate, the mindset you need and the tips and tricks to get you moving forward in investing. Join us every other week and learn everything you need to know to invest in real estate on Youtube, iTunes, Spotify, and more. You can watch Kaaren's interview on Youtube here.    Find out more about Kaaren here:    Website uDirectIRA.com Email info@udirectira.com

EPISODE SUMMARY: Ever thought about investing your hard-earned cash but don't know where to start or who to trust? Fear not, as I'm joined by the incredible Miss Kaaren E Hall, an expert in safe investments and due diligence, who passionately educates us on how to protect our investments. She lays out crucial steps to assess investment prospects and offers useful resources such as the NASAA website and FINRA. Drawing insights from the book, The Ruthless Elimination of Hurry, she impressively connects its life-altering principles to the world of investing. In addition, she introduces us to platforms like AARP, an ideal place to research asset sponsors. But it's not all finance talk. We venture into a critical aspect of business – reputation and networking. Miss Hall enlightens us on the significance of a solid business reputation and the power of networking in making successful investments. She reminds us that trust-building requires time, effort, and attention to the minutest details. Our conversation reveals the potential pitfalls of investing and emphasizes the importance of asking the right questions and forming trustworthy relationships. To round off, Miss Hall narrates an eye-opening tale of a potential investor who narrowly escaped a fraudulent investment, underlining the crucial nature of her work in fraud awareness. An episode with a wealth of knowledge for anyone looking to tread the investment path safely and effectively.  KAAREN'S BIO: Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com. GET IN TOUCH WITH KAAREN: https://www.facebook.com/uDirectIRA https://twitter.com/uDirectIRA https://www.instagram.com/udirectiraservices/ https://www.linkedin.com/company/851967 https://www.youtube.com/c/uDirectIRA https://www.linkedin.com/groups/137760/ https://udirectira.com/ EPISODE CHAPTERS: (0:00:13) - Investing Safely Miss Hall shares tips on assessing investments, using The Ruthless Elimination of Hurry, and researching asset sponsors. (0:09:48) - The Importance of Reputation and Networking Miss Hall teaches constructing a successful business, researching investments, forming relationships and trust.

Kaaren Hall provides valuable insights into the world of self-directed IRAs in this episode. Tune in to learn essential strategies for growing your wealth through retirement fund investments in various asset classes, along with key IRA regulations you need to be aware of. Join us now!Key Takeaways to Listen forSelf-directed IRA: What it is and how it helps build your retirementImportance of due diligence when using your IRA for investingExpert advice on how to vet your IRA investment dealsExemptions for borrowing money from self-directed IRAsNew self-directed IRA laws that you should be aware ofResources Mentioned in This EpisodeThe 7 Habits of Highly Effective People by Stephen R. Covey | Kindle and PaperbackApartment Syndication Due Diligence Checklist for Passive Investor About Kaaren HallKaaren founded and made a resounding success of uDirect IRA Services despite being amid a recession and mortgage market collapse. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both skills and investors–self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through diversifying their investments using self-directed IRAs with $1 billion+ under management. Connect with KaarenWebsite: uDirect IRA ServicesYouTube: uDirect IRALinkedIn: Kaaren HallX: @uDirectIRAFacebook: uDirectIRAInstagram: @udirectiraservicesEmail: info@udirectira.com To Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!SponsorsGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams

Ready to Make Your Money Work Harder? Join Kaaren Hall as she unveils the ultimate guide to growing wealth through your IRA and 401K. Discover the untapped potential of your retirement funds in this eye-opening episode. Kaaren Hall, a seasoned expert with over 20 years of experience in mortgage banking, real estate, and property management, shares her journey from traditional investments to a revolutionary approach. Tune in as she unravels the myths surrounding self-directed IRAs and reveals the secrets to harnessing your 401K for real estate riches. Kaaren's insights aren't just theoretical – she's guided thousands of Americans to amass a staggering 1 billion under management using self-directed IRAs. Kaaren will be sharing exactly how you can start leveraging your 401K & IRA funds at the upcoming Passive Real Estate Wealth Virtual Summit on Sept 21 & 22.You won't want to miss her easy to implement strategies. Ready to take action? Secure your spot at www.passiverealestatewealth.com and step into a future of financial empowerment. Tune in now to gain exclusive access to Kaaren's proven techniques, learn the secrets of smart investing, and set yourself on the path to a truly prosperous future. Kaaren's Socials: Website: https://udirectira.com/ LinkedIn: https://www.linkedin.com/in/kaarenhall/

Caeli Ridge recorded this episode on 9/5/2023uDirect IRA Services with Special Guest Speaker Kaaren Hall Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ year experience in mortgage banking, real estate and property management to use. The solution was an untapped market for both her skills and for Investors- self-directed IRAs. Through uDirect, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. In this recording, Real Estate Investors will learn how to use their retirement savings to invest in real estate and how to use the retirements savings of others for your real estate projects. Check out her services at udirectira.com or email info@udirectira.comCheck out the video with the screen share and the documentation in the Community and our YouTube Channel.https://www.youtube.com/c/RidgeLendingGroupYou can join these live each week by following this link to join the call:https://community.ridgelendinggroup.com/events/live-with-caeli-each-tuesday-beginning-at-430-pm-et/listAs always, give Ridge Lending Group a call if you have any questions at 855-747-4343 or email us at info@RidgeLendingGroup.comCopyright ©2023 Geneva Financial, LLC, DBA Ridge Lending GroupNMLS #42056  |  BK #0910215  |  CA License #CA-DBO9556 | Massachusetts Licensed Lender #ML42056 | An Equal Housing Lender  |  All Rights Reserved

Kaaren Hall, CEO uDirect IRA Services, LLC and OCREIA Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com. Get in touch with Kaaren: https://www.facebook.com/uDirectIRA https://twitter.com/uDirectIRA https://www.instagram.com/udirectiraservices/ https://www.linkedin.com/company/851967 https://www.youtube.com/c/uDirectIRA https://udirectira.com/ If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://audionautix.com/  

Kaaren Hall, CEO uDirect IRA Services, LLC and OCREIA    Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com.    In this episode, Karen and Kaaren discuss: Success Story of Kaaren Commit to Get Leads Don't limit yourself to only one way of bringing in leads. There are opportunities to get referrals that you are not tapping into.  Consult to Sell Private equity is the number one asset class for self-directed investors. Your retirement account can own a house and take out a loan. And it is not about your FICO score or how long you've been at your job.  Connect to Build and Grow Create the customer management system that works best for you and your customers.  Success Thinking, Activities and Vision Join mastermind groups that can help you to learn and grow in your role as owner of your business.  Sweet Spot of Success   "It's a best kept secret that not everybody knows about the self-directed IRA. Not only can you use it to build your retirement, but you can build your retirement while you're helping other people build their business or fund their deal."- Kaaren Hall     *5 Minute Success - Listener Giveaway* Go to https://udirectira.com/free-report/  to receive your FREE Report!     Connect with Kaaren Hall: Website: https://udirectira.com/  Email: info@udirectira.com  Facebook: https://www.facebook.com/uDirectIRA  YouTube: https://www.youtube.com/c/uDirectIRA  LinkedIn: https://www.linkedin.com/company/udirect-ira-services/  Instagram: https://www.instagram.com/udirectiraservices/    About the Podcast Join host Karen Briscoe each month to learn how you can achieve success at a higher level by investing just 5 minutes a day! Tune in to hear powerful, inspirational success stories and expert insights from entrepreneurs, business owners, industry leaders, and real estate agents that will transform your business and life. Karen shares a-ha moments that have shaped her career and discusses key concepts from her book Real Estate Success in 5 Minutes a Day: Secrets of a Top Agent Revealed.   Here's to your success in business and in life!     Connect with Karen Briscoe: Twitter: @5MinuteSuccess Facebook: 5MinuteSuccess Website: 5MinuteSuccess.com Email: Karen@5MinuteSuccess.com   5 Minute Success Links Learn more about Karen's book, Real Estate Success in 5 Minutes a Day Karen also recommends Moira Lethbridge's book "Savvy Woman in 5 Minutes a Day" Subscribe to 5 Minute Success Podcast   Spread the love and share the secrets of 5 Minute Success with your friends and colleagues!     Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Planning for your future starts today! Join host Mo with guest Kaaren Hall, the visionary founder of uDirectIRA, as they share the game-changing strategy to break free from the limitations of Wall Street-- using your very own retirement account. In this podcast, they explore the benefits of self-directed IRAs that would help you maximize your own assets beyond the stock market.  For this episode: Learn what is a self-directed IRA Know the difference and the advantage of it than other retirement accounts Navigate the misconceptions about having a self-directed IRA account Explore the aspect of leverage in generating income from your value assets  Know the regulatories of self-directed IRAs About Kareen Hall: Kaaren is the President and CEO of uDirect IRA Services. uDirect IRA Services specializes in enabling individuals to take control of their retirement investments through self-directed IRAs. Expand your investment horizons beyond Wall Street with diverse asset options for your retirement funds.   Follow Kaaren on:  https://www.facebook.com/uDirectIRA https://twitter.com/uDirectIRA https://www.instagram.com/udirectiraservices/ https://www.linkedin.com/company/851967 https://www.youtube.com/c/uDirectIRA https://www.linkedin.com/groups/137760/ https://udirectira.com/ info@uDirectIRA.com Connect with Mo Bina on: Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/

Key Takeaways Alternative investments exclude collectibles like art and cars, as well as assets that involve personal use or benefit. Self-directed IRAs allow individuals to invest in various assets, such as rental properties, without directly benefiting from them or performing any related work. Short-term rentals, including Airbnb, can be included in an IRA investment, but the tax implications can be complex depending on whether the income is considered passive or active. Different types of IRAs include traditional, Roth, SEP, simple, solo 401k, and health savings accounts (HSA). Tax considerations such as UBIT and UDFI may apply to IRA investments and could result in taxes owed, but deductions can help offset the tax liability. It's important to have a cushion in your self-directed IRA to cover expenses and potential capital calls. Self-directed IRA providers like uDirectIRA make the investment process easy with dedicated transaction coordinators. Timeline [00:42] Intro to Podcast [02:20] Intro to episode guest [03:33] One word that describes Kaaren personally and professionally. [04:02] So let's talk about your history and how you started uDirect and what you guys do. [07:34] Kaaren explains what a self-directed IRA is and how people can use it. [11:16] Let's talk about the different types of IRAs. [19:55] What's your experience as a crypto administrator regarding people's investments and ATM machines? [22:17] How about depreciation? Can you talk about that a little bit? Are you allowed in your self-directed to take a depreciation? [26:15] Any other new guidelines or rules that are exciting for people that have happened or are going to happen that you know of? [30:30] What alternative investment options are available for my self-directed IRA when I don't have enough funds for contributions or rollovers, and how can I maximize returns in such situations? Contact  Phone: (866) 538-3539 Email: info@udirectira.com

Did you know you can invest in real estate using funds you've probably forgotten about? For years, you've been socking away money into your IRA or 401(k) to ensure an abundant retirement. The problem? You've only been able to invest those funds into passive investments like stocks, bonds, and mutual funds. What about the investors who want a more active income stream with bigger tax benefits, more equity upside, and plenty of cash flow? Can you use your retirement accounts to build wealth with real estate? If you ask Kaaren Hall, her answer is a resounding yes. Kaaren saw quickly how the real money was being made in real estate, so she began investing herself, later realizing that she could use her retirement funds to build a real estate portfolio faster. She founded uDirect IRA Services to help other investors build wealth a better way, opening up more options for passive income, so your retirement accounts can grow into the millions. If you want to scale your real estate portfolio but don't have the cash on hand, this could be your PERFECT option. Kaaren goes over exactly how to use your retirement accounts to invest in real estate, what you can (and definitely can't) do when investing this way, and how you can start raising capital for your own deal using other people's retirement funds. This is a $40 trillion untapped opportunity, so don't miss out! In This Episode We Cover: Tax-free real estate profits and using self-directed IRAs to build your retirement accounts How Kaaren used retirement funds to buy her newest investment property  The self-directed IRA explained and why SO many savvy investors use one  The “layers” of retirement that'll help you build massive wealth for later in life  Mistakes you can make when using self-directed funds to invest (and how to avoid them) And So Much More! Links from the Show Find an Agent Find a Lender BiggerPockets Youtube Channel BiggerPockets Forums BiggerPockets Pro Membership BiggerPockets Bookstore BiggerPockets Bootcamps BiggerPockets Podcast BiggerPockets Merch BPCON2023 Listen to All Your Favorite BiggerPockets Podcasts in One Place Learn About Real Estate, The Housing Market, and Money Management with The BiggerPockets Podcasts Get More Deals Done with The BiggerPockets Investing Tools Find a BiggerPockets Real Estate Meetup in Your Area Hear Dave on the “On the Market” Podcast Subscribe to the “On The Market” YouTube Channel David's BiggerPockets Profile David's Instagram David's YouTube Channel Work with David Henry's BiggerPockets Profile Henry's Instagram The Self-Directed IRA: What You Should Know About This Wealth-Building Tool How to Invest in Real Estate With a Self-Directed IRA Book Mentioned in the Show: BRRRR by David Greene Connect with Kaaren: Work with Kaaren   Click here to listen to the full episode: https://www.biggerpockets.com/blog/real-estate-770 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to Investories Deep Dive Season 1: Creative Financing  The Full Freakin' Show! We're breaking down the strategies to empower your Real Estate investing journey.  Season 1 is all about creative financing. The who, the what, and importantly the how.  Creative financing isn't just seller financing, and we're going to dive into it all, from subto, to hard money.   Today is a little different. A self-directed IRA is an individual retirement account that allows you to invest in a wide range of assets beyond the typical stocks, bonds, and mutual funds. With a self-directed IRA, you have the freedom to invest in alternative assets such as real estate, private equity, cryptocurrency, and more. Kaaren Hall is the founder of uDirectIRA.com, a third-party administrator providing complete and accurate information on self directed IRAs so you can make the most of your retirement funds. They do not promote any investments. Rather, they provide the knowledge, tools and information you need to make self-direction easy. uDirect help you get started quickly and easily, and stay with you every step of the way. Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. The single mom discovered a strategic way to put her 20+ years in mortgage banking, real estate and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Because self-directed IRAs can have a dramatic impact on retirees' quality of life, Hall brings her full passion to educating Americans about the little-known investment vehicle. She has educated tens-of-thousands of investors and professionals on how to build wealth by taking control of self-directed IRAs. Investories: YouTube: https://www.youtube.com/@investoriespodcast7744 Tik Tok: https://www.tiktok.com/@investoriespod Instagram: https://www.instagram.com/investoriespod/ Email: investoriespodcast@gmail.com Kaaren Hall uDirectIRA: https://udirectira.com/  Instagram: https://www.instagram.com/udirectiraservices/ YouTube: https://www.youtube.com/channel/UCWAycexbDjYjHh8R8goug0A/featured Email: info@uDirectIRA.com Kyle: Facebook: https://www.facebook.com/yourmultifamilymentor Instagram: https://www.instagram.com/your_multifamily_mentor/?hl=en John:  Instagram: https://www.instagram.com/hoopeezy/?hl=en Airbnb: https://airbnb.com/h/ponderosapinehaus  

Welcome to Investories Deep Dive Season 1: Creative Financing  We're breaking down the strategies to empower your Real Estate investing journey.  Season 1 is all about creative financing. The who, the what, and importantly the how.  Creative financing isn't just seller financing, and we're going to dive into it all, from subto, to hard money.   Today is a little different. A self-directed IRA is an individual retirement account that allows you to invest in a wide range of assets beyond the typical stocks, bonds, and mutual funds. With a self-directed IRA, you have the freedom to invest in alternative assets such as real estate, private equity, cryptocurrency, and more. Kaaren Hall is the founder of uDirectIRA.com, a third-party administrator providing complete and accurate information on self directed IRAs so you can make the most of your retirement funds. They do not promote any investments. Rather, they provide the knowledge, tools and information you need to make self-direction easy. uDirect help you get started quickly and easily, and stay with you every step of the way. Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. The single mom discovered a strategic way to put her 20+ years in mortgage banking, real estate and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Because self-directed IRAs can have a dramatic impact on retirees' quality of life, Hall brings her full passion to educating Americans about the little-known investment vehicle. She has educated tens-of-thousands of investors and professionals on how to build wealth by taking control of self-directed IRAs. Investories: YouTube: https://www.youtube.com/@investoriespodcast7744 Tik Tok: https://www.tiktok.com/@investoriespod Instagram: https://www.instagram.com/investoriespod/ Email: investoriespodcast@gmail.com Kaaren Hall uDirectIRA: https://udirectira.com/  Instagram: https://www.instagram.com/udirectiraservices/ YouTube: https://www.youtube.com/channel/UCWAycexbDjYjHh8R8goug0A/featured Email: info@uDirectIRA.com Kyle: Facebook: https://www.facebook.com/yourmultifamilymentor Instagram: https://www.instagram.com/your_multifamily_mentor/?hl=en John:  Instagram: https://www.instagram.com/hoopeezy/?hl=en Airbnb: https://airbnb.com/h/ponderosapinehaus  

Welcome to Investories Deep Dive Season 1: Creative Financing  We're breaking down the strategies to empower your Real Estate investing journey.  Season 1 is all about creative financing. The who, the what, and importantly the how.  Creative financing isn't just seller financing, and we're going to dive into it all, from subto, to hard money.   Today is a little different. A self-directed IRA is an individual retirement account that allows you to invest in a wide range of assets beyond the typical stocks, bonds, and mutual funds. With a self-directed IRA, you have the freedom to invest in alternative assets such as real estate, private equity, cryptocurrency, and more. Kaaren Hall is the founder of uDirectIRA.com, a third-party administrator providing complete and accurate information on self directed IRAs so you can make the most of your retirement funds. They do not promote any investments. Rather, they provide the knowledge, tools and information you need to make self-direction easy. uDirect help you get started quickly and easily, and stay with you every step of the way. Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. The single mom discovered a strategic way to put her 20+ years in mortgage banking, real estate and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Because self-directed IRAs can have a dramatic impact on retirees' quality of life, Hall brings her full passion to educating Americans about the little-known investment vehicle. She has educated tens-of-thousands of investors and professionals on how to build wealth by taking control of self-directed IRAs. Investories: YouTube: https://www.youtube.com/@investoriespodcast7744 Tik Tok: https://www.tiktok.com/@investoriespod Instagram: https://www.instagram.com/investoriespod/ Email: investoriespodcast@gmail.com Kaaren Hall uDirectIRA: https://udirectira.com/  Instagram: https://www.instagram.com/udirectiraservices/ YouTube: https://www.youtube.com/channel/UCWAycexbDjYjHh8R8goug0A/featured Email: info@uDirectIRA.com Kyle: Facebook: https://www.facebook.com/yourmultifamilymentor Instagram: https://www.instagram.com/your_multifamily_mentor/?hl=en John:  Instagram: https://www.instagram.com/hoopeezy/?hl=en Airbnb: https://airbnb.com/h/ponderosapinehaus  

Welcome to Investories Deep Dive Season 1: Creative Financing  We're breaking down the strategies to empower your Real Estate investing journey.  Season 1 is all about creative financing. The who, the what, and importantly the how.  Creative financing isn't just seller financing, and we're going to dive into it all, from subto, to hard money.   Today is a little different. A self-directed IRA is an individual retirement account that allows you to invest in a wide range of assets beyond the typical stocks, bonds, and mutual funds. With a self-directed IRA, you have the freedom to invest in alternative assets such as real estate, private equity, cryptocurrency, and more. Kaaren Hall is the founder of uDirectIRA.com, a third-party administrator providing complete and accurate information on self directed IRAs so you can make the most of your retirement funds. They do not promote any investments. Rather, they provide the knowledge, tools and information you need to make self-direction easy. uDirect help you get started quickly and easily, and stay with you every step of the way. Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. The single mom discovered a strategic way to put her 20+ years in mortgage banking, real estate and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Because self-directed IRAs can have a dramatic impact on retirees' quality of life, Hall brings her full passion to educating Americans about the little-known investment vehicle. She has educated tens-of-thousands of investors and professionals on how to build wealth by taking control of self-directed IRAs. Investories: YouTube: https://www.youtube.com/@investoriespodcast7744 Tik Tok: https://www.tiktok.com/@investoriespod Instagram: https://www.instagram.com/investoriespod/ Email: investoriespodcast@gmail.com Kaaren Hall uDirectIRA: https://udirectira.com/  Instagram: https://www.instagram.com/udirectiraservices/ YouTube: https://www.youtube.com/channel/UCWAycexbDjYjHh8R8goug0A/featured Email: info@uDirectIRA.com Kyle: Facebook: https://www.facebook.com/yourmultifamilymentor Instagram: https://www.instagram.com/your_multifamily_mentor/?hl=en John:  Instagram: https://www.instagram.com/hoopeezy/?hl=en Airbnb: https://airbnb.com/h/ponderosapinehaus  

Kaaren Hall is a Self-Directed IRA Expert, CEO of uDirect IRA Services, entrepreneur and Gobundance Women's member. Despite being in the midst of a recession and mortgage market collapse, Karen founded and made a resounding success of her own company, uDirect IRA Services. She discovered a strategic way to put her 20+ years in real estate, property management and mortgage lending into one channel to serve real estate investors. Powerful Moments From The Episode 00:00 - Podcast Teaser 00:44 - Guest Introduction 01:27 - Radio DJ to Real Estate 08:13 - Getting Into The Self Directed IRA Business 10:05 - Growing Out of Being a “Trailing” Spouse 14:10 - Including Real Estate In Your Retirement Account 22:49 - “Secure Act 2.0” Important Changes Coming to Retirement Accounts 33:50 - The Size & Scope of “uDirect IRA Services” 34:34 - Kaaren's Personal Real Estate Investments 35:09 - The Power of Gobundance Women Network 36:49 - Gobundance Card Game Question 37:33 - How To Connect with Kaaren Hall Connect with Kaaren Hall Website https://udirectira.com/ Learn More About Our Tribe! https://www.gobundance.com Want to watch the Tribe of Millionaires? YouTube: https://www.youtube.com/channel/UCbczkBHANH9ULLQiSt56bQA/ Watch How To Profit From Your Personal Brand | Mark Lack Ep 241 https://www.youtube.com/watch?v=OLYFjltV69s Want to connect with our community? Instagram: https://www.instagram.com/gobundance Facebook: https://www.facebook.com/gobundance Twitter: https://twitter.com/GoBundance Tribe of Millionaires Podcast by GoBundance is the podcast for healthy wealthy generous people who choose to live epic lives. Each week we connect with featured guests and GoBundance members to bring you the best in our community.

Kaaren Hall despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com. HIGHLIGHTS FROM THE EPISODE 00:00 – Intro 00:57 – Welcome Kaaren to the show 02:14 – She talks about her Background 05:43 – Transition in Self-Directed IRA World 07:52 – She talks about her transition into being an Entrepreneur 09:28 – The scariest experience of her life 13:41 – The importance of Self-Directed IRA 21:33 – She talks about her company 23:20 –Her thoughts on Private Equity 29:36 – Her Advice 31:40 – Final thoughts CONNECT WITH THE GUEST LinkedIn information: https://www.linkedin.com/in/kaarenhall/ CONNECT WITH THE HOST Marta is a mom of two boys, healthcare strategist by day, and real estate investor by night. Connect on LinkedIn: https://www.linkedin.com/in/marta-cie... Follow on IG: @polipinoinvestor --------------------------------------------------------------------------------------------------------------------------- Follow us on social media @the.gentle.art.of.crushing.it Listen, like, subscribe, comment: http://thegentleartofcrushingit.com/

On today's episode is Kaaren Hill, the CEO uDirect IRA Services, LLC, and OCREIA Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She shares the strategic way of her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. Tune in and hear more about Hall and her thriving company at uDirectIRA.com.  Key takeaways: 4:13 Self-Directed IRA: What you need to know 9:49 Details regarding Secure 2.0 Act. 11:37 Roth type of SEP account explained! 13:43 Simplest way to have an IRA account 15:34 IRA benefits. 17:57 How do the lender and IRA get their money back? 19:18 What happens if you don't pay your IRA? 26:32 Kaaren's advice for those who want to start an investment. Connect with Kaaren Hill at khall@udirectira.com @udirectiraservices Twitter: https://twitter.com/uDirectIRA Instagram: https://www.instagram.com/udirectiraservices/ Linkedin: https://www.linkedin.com/company/851967 Youtube: https://www.youtube.com/channel/UCWAycexbDjYjHh8R8goug0A Website: https://udirectira.com/ ---- The Arizona Real Estate Investors Association provides its members the education, market information, support, and networking opportunities that will further the member's ability to successfully invest in #realestate  Join AZREIA here: https://azreia.org/join Is a Career in Real Estate Right For You? Take AZREIA's Real Estate Investing Entrepreneurial Self-Assessment at  

A good quote says, "the only person who will take care of the older you someday is the younger you today." When we are young, we frequently put off thinking about retirement and prefer to worry about it later. However, our strength will not forever serve us well. Nevertheless, if we desire our future to be more promising, we must thoughtfully prepare for it.    Moreover, a self-directed IRA is a recommended type of individual retirement account that allows you to save for retirement with assets that are off-limits for conventional IRAs. Thus, we must seek a more profound knowledge of it since many individuals who don't utilize self-directed IRAs are unaware of it. We must also surround ourselves with like-minded people who are willing to share their failures and successes.  Their journey can teach us vicariously to learn and grow in life, knowledge, and skills. As our guest speaker says, "financial literacy is not taught in schools, but our future depends on understanding it."   Kaaren Hall is a single mother, Certified IRA Services Professional (CISP), Self-Directed IRA Professional (SDIP), CA Real Estate License, founder of Orange County Real Estate Investors Association, and the CEO of UDirect IRA Services. These services help thousands of Americans invest their IRA outside the stock market into real estate, land, private notes & more to improve their financial future. Kaaren discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. Hall brings her full passion to educating Americans about the little-known investment vehicle. She has educated tens of thousands of investors and professionals on building wealth by taking control of self-directed IRAs. Through UDirect IRA, she has guided thousands of Americans through diversifying their investments using self-directed IRAs.   In this special episode with Kaaren Hall, we'll learn about the things concerning Individual Retirement Accounts. Tune in today as we discover how important it is to understand where to correctly put the hard-earned money that can better serve you in the future.    "The retirement account is for later; it's not for now. So, everything you do in this retirement account is to save for your future self." – Kaaren Hall   Topics Covered: (00:00:00) Introduction + Episode Snippet (00:00:13) Introducing our special guest, Kaaren Hall (00:00:33) Advertisement: Obtain financial freedom with passive income! TimeOut with the SportsDr. teams up with Dr. Ronnie Shalev of Shalwin Properties to discuss things finance! Join Dr. Shalev's webinar or set up a 1-on-1 call; go to https://www.drderrickthesportsdr.com/sponsors. (00:02:22) The long journey: How Kaaren become the CEO of uDirect IRA Services (00:03:47) The best time to open a self-directed IRA company (00:05:18) 2009: A big financial downturn (00:06:58) How does a self-directed IRA differ from a traditional IRA? (00:08:08) Rules for investing money into a solo 401k account: Where to use and not use your money? (00:09:07) Prohibited transaction: Who are the disallowed individuals to benefit from your IRA? (00:10:33) What is the best way to learn about prohibited transactions?  (00:11:15) What are the different kinds of accounts? (00:13:02) Self-directed IRA is always your money. (00:13:34) Why does self-directed 401k seem to be a well-kept secret? (00:15:05) Advertisement: Sabre Bats, the training bat that will take you to your next swing. Go to https://www.sabrebats.net to know more. (00:15:54) Text free vs. Text deferred. (00:17:30) Health Savings Account: How can we utilize HSA? (00:20:21) How should young entrepreneurs be investing for retirement? (00:21:48) How much money should a person have for retirement? (00:22:57) The process of investing (00:24:02) Make a diligent study on where to put your money. (00:25:27) More freedom, more risk (00:26:44) Final TimeOut with Kaaren Hall: Why is it imperative to invest and plan for the future? (00:28:19) Community is essential: Surround yourself with like-minded people. (00:28:55) Connect with Kaaren Hall.   Key Takeaways:  "The self-directed IRA is tied to alternative assets. IRA is an IRA but what makes it truly self-directed is when you're investing outside of Wall Street." – Kaaren Hall   "So, to get tax protection, you have to follow certain rules and avoid the prohibited transaction." – Kaaren Hall   "Your IRA isn't going to lend money to your spouse, so they can open a business because that's a disallowed person receiving a present benefit from your retirement account." – Kaaren Hall   "Don't just pick any asset. You have to understand the assets and risks." – Kaaren Hall   "With more freedom, there's more risk." – Kaaren Hall   "Community is important. It's one way to learn and grow together by surrounding yourself with like-minded people who are willing to share their failures and successes." – Dr. Derrick Burgess   Connect with Kaaren Hall:   Website: https://udirectira.com/ YouTube: https://www.youtube.com/@uDirectIRA/ LinkedIn: https://www.linkedin.com/in/KaarenHall/ Twitter: https://twitter.com/udirectira   Connect with Dr. Derrick Burgess: Website: https://www.drderrickthesportsdr.com/ Instagram: https://www.instagram.com/drderrickthesportsdr/ Facebook: https://www.facebook.com/TimeOut.SportsDr LinkedIn: https://www.linkedin.com/in/derrick-burgess-72047b246/ YouTube: https://www.youtube.com/channel/UCHGDu1zT4K_X6PnYELu8weg Email: thesportsdoctr@gmail.com   This episode of TimeOut with the SportsDr. is produced by Podcast VAs Philippines - the team that helps podcasters effectively launch and manage their podcasts, so we don't have to. Record, share, and repeat! Podcast VAs PH gives me back my time so that I can focus on the core functions of my business. Need expert help with your podcast? Go to www.podcastvasph.com.

Self-directed IRAs have grown in popularity over recent years. They offer more flexibility, including the ability to use your IRA funds to invest in things other than stocks and bonds. However, they are not as common as 401Ks, and there's yet a lot to understand about them. That's why in this episode, Kaaren Hall shares her expertise in self-directed IRAs and how women like her can thrive in real estate investment. Kaaren is a Self-Directed IRA Expert and CEO at uDirect IRA Services and OCREIA. Tune in now and learn how to start self-directed IRAs!Love the show? Subscribe, rate, review, and share! https://blissfulinvestor.com/podcast/

Kaaren Hall is the CEO uDirect IRA Services, LLC and OCREIA. Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $1B+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com.[00:00 - 02:51] Opening SegmentIntroducing Kaaren to the show!She talks about her background, experience, and advice for those looking to invest in real estate[02:52- 16:12] Investing On Syndications Through Self-Directed IRA InvestmentsPrivate equity is the number one asset class for self-directed IRA investmentsBuying and selling debt in notes is a common way to invest in real estateTax liens are also an option for self-directed IRA investorsReal estate investing can be very profitable, but it takes a lot of knowledge and diligence to be successful[16:13 - 26:45] Diversifying An Investor's Portfolio With Self-Directed IRACheck your investments throughout the process, and make sure that you have access to financials and an audit trailSelf-directed IRA allows for more diversification in an investor's portfolioIt's important to be aware of what type of advisor they are working with[26:46 - 42:46] Closing SegmentKaaren advises listeners to start investing with the help of a financial advisor  See the links below to connect with Kaaren!Quotes:“You don't always know if an investment's going to pay off, but you can have a pretty good idea with enough homework.” - Kaaren Hall“It's not just enough to do your due diligence on the front side. You want to do it during the investment as well." - Kaaren HallConnect with Kaaren through Website, Facebook, Twitter, LinkedIn, YouTube, & Instagram!Connect with me:www.5talents.capitalLinkedInInstagramWatch 5T CRE on YouTubeLeave us a review and receive your free ebookEmail us --> abel@5tcre.com 5 TALENTS CAPITAL | ABEL PACHECOIf you are ready to start your investment journey with 5 Talents Capital, here are the next steps you should take:View our informational video and case study at https://5talents.capital/grow-your-wealth/After viewing the video follow the prompts which will lead you to a scheduling link to meet one on one with Abel Pacheco. Register for our investor portal here investor portal once registered you will be able to review some of our past deals and you will receive alerts for upcoming investment opportunities.Support the show

MORE ABOUT US - https://linktr.ee/Wynningteam757 *****DISCLAIMER**** I AM NOT A CPA, ATTORNEY, INSURANCE, CONTRACTOR, LENDER, OR FINANCIAL ADVISOR. THE CONTENT IN THESE VIDEOS SHALL NOT BE CONSTRUED AS TAX, LEGAL,INSURANCE, CONSTRUCTION, ENGINEERING, HEALTH OR SAFETY, ELECTRICAL, FINANCIAL ADVICE, OR OTHER AND MAY BE OUTDATED OR INACCURATE; IT IS YOUR RESPONSIBILITY TO VERIFY ALL INFORMATION YOURSELF. THIS IS A PODCAST AND YOUTUBE VIDEO FOR ENTERTAINMENT PURPOSES ONLY

The Investor Relations Real Estate Podcast Episode 107  - Tapping Into A $39 Trillion Pool of Funds For Your Deals Host: Jonny Cattani Guest: Kaaren HallProducer: April MunsonJonny Cattani is joined by Kaaren Hall to discuss:Tapping into a $39 Trillion Pool of Funds for Your DealsDespite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. The single mom discovered a strategic way to put her 20+ years in mortgage banking, real estate and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Connect with Kaaren! Email: info@uDirectIRA.comLinkedin: https://www.linkedin.com/in/kaarenhall/ Connect with Jonny!Cattani Capital Group: https://cattanicapitalgroup.com/Invest with us: invest@cattanicapitalgroup.comLinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/Jonny's Instagram: https://www.instagram.com/jonnycattani/IRR Podcast Instagram: https://www.instagram.com/theirrpodcast/Cattani Capital Group Instagram: https://www.instagram.com/cattanicapitalgroup/TikTok:https://www.tiktok.com/@jonnycattani?lang=enYouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0AFacebook: https://www.facebook.com/jonathan.cattani.1

A lot of people think that self-directed IRAs can only be used to invest in a limited selection of stocks and mutual funds. But there are literally countless ways you can build wealth with your retirement fund. Kaaren Hall helps people do that. Kaaren is the Founder of the Orange County Real Estate Investors Association, but she's most known for being the Founder, CEO, and President of uDirect IRA. Leveraging her 20+ years of experience in in mortgage banking, real estate, and property management helps people navigate the ins and outs of the untapped space of diversified self-directed IRA investing. Tune in and learn how Kaaren does it and how it can work for you!Love the show? Subscribe, rate, review, and share!Here's How »Join the Real Estate Investor Goddesses Community today:RealEstateInvestorGoddesses.comReal Estate Investor Goddesses FacebookReal Estate Investor Goddesses InstagramReal Estate Investor Goddesses Twitter

Is talking about doing deals, raising capital, exciting new markets and passive investing more exciting than talking about laws and regulations? Probably... But, one easy way to lose money is to be oblivious to forthcoming changes in the real estate regulatory environment. To help us see into the future regarding the possible changes in the regulatory landscape, an all-star panel, moderated by Melanie McDaniel, was assembled at the Intelligent Investors Real Estate Conference from this past January. Kaaren Hall is the CEO of uDirect IRA Services, where she has helped thousands of Americans invest their IRA outside of the stock market into real estate, land, private notes & more to improve their financial future. James Bohan is the founder of Stonehan Accountancy, where he provides accounting and tax solutions to real estate syndicators, funds & small businesses. Peter Fischer is a partner with Sklar Kirsh LLP and a member of the Firmʼs Real Estate and Corporate Departments. He is an experienced commercial real estate transactional attorney, whose clients include developers, operators, syndicators, private equity providers, restaurateurs, investors and lenders. In this episode, these panelists discuss... How recently proposed legislation could have had devastating impacts on investing through self- directed retirement accounts, and how we can guard against such legislation in the future Potential tax changes to monitor closely that could impact real estate investors The current status of potential legislation pertaining to raising capital To your success, Tyler Lyons Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group

Kaaren Hall, CEO uDirect IRA Services, LLC and OCREIADespite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $700 MM+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com.Esther Min is an entrepreneur. Today, Esther owns Clear Morning Capital, a private equity real estate firm, a business based around serving their investors and giving back to the community. She self-published her first book Real Estate Investing For Ultra High Net Worth Individuals and hosts the podcast Billionaire Morning Mindset in which guests are experts of their field, ranging from commercial real estate syndicators to family office advisors.FOLLOW: KAAREN HALLhttps://www.facebook.com/uDirectIRA/https://twitter.com/uDirectIRAhttps://www.instagram.com/udirectiraservices/https://www.linkedin.com/company/851967https://www.youtube.com/channel/UCWAycexbDjYjHh8R8goug0Ahttps://udirectira.com/CONNECT WITH ESTHER:✩ WEBSITE: http://clearmorningcapital.com✩ PODCAST: Billionaire Morning Mindset - https://media.rss.com/billionairemorn...✩ BOOK: https://usem476.ac-page.com/sign-up-f...✩ INSTAGRAM: https://www.instagram.com/esthersunmin/✩ LINKEDIN: https://www.linkedin.com/in/esther-mi...✩ FACEBOOK: https://www.facebook.com/profile.php?...The contents of this podcast are for informational and educational purposes only. They should not be considered investment, financial, legal or tax advice. Esther Min is not licensed in the insurance or securities industries and is not in the business of selling, soliciting or negotiating the sale of any insurance contract, security or other investment vehicle.#Billionaire#SelfImprovement#Mindset#Money#RealEstate#Investing

Kaaren Hall, CEO, uDirect IRA Services, LLC At uDirect IRA Services, the investments in clients retirement accounts can be self-directed by the client directly. With a self-directed IRA from “uDirect”, you make the investment choices. The types of investments are almost limitless. With the self- directed IRA account, “uDirect” acts simply as an independent administrator handling the investment transactions which you dictate.    Matt MacFarland and Amanda Han, Managing Directors Keystone CPA Keystone is a professional client services firm dedicated to providing comprehensive financial, tax, and accounting solutions to business owners and real estate investors. Their team of Certified Public Accountants deliver high-quality financial solutions through a High-Touch / High-Services approach to ensure that their clients maximize the profitability of their businesses and investments. Keystone's financial and tax strategies result in increased profitability and wealth accumulation for all of their clients.The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

Timeline: [02:45] Introducing today's guest, ‘Kaaren Hall'. [03:37] In one word, describe yourself. [04:03] A brief history from Kaaren Hall. [05:40] Kaaren explains what a self-directed IRA actually is. [06:52] Difference between a Roth IRA and a traditional IRA. [11:15] 529 college accounts, ESA's, SEPs, and HSA's [14:14] Investing with IRA's. [20:07] Filing tax returns with IRA's for UDFI or UBIT. [25:30] Setting up an IRA. [29:03] How to make high-stake decisions. [31:50] Kaaren's Insider Secret. [34:06] Wrapping up. To get in touch with Kaaren visit udirectira.com or email at info@udirectira.com

`Featuring- Self Directed IRAHost- Tyler Wynn ( https://www.instagram.com/wynningteam757/?hl=en )CoHost - Kim Pimento ( https://www.instagram.com/kimpimento_realtor/?hl=en )Intro – Tyler                     Karen – self directing IRA  ( https://www.instagram.com/udirectiraservices/?hl=en )MUSIC  featuring- KING REYNARD https://www.instagram.com/kingreynard11/?hl=en MORE ABOUT US - https://linktr.ee/Wynningteam757Interview Tyler·       What's your backstory? ·       What made you want to get into the finance world?·       Is this something you had ever seen yourself doing?·       Can you explain what an IRA vs a self directed IRA?o   What can you invest in?o   Rules or regulations for using it?o   How does it differ from a 401k?o   How can someone set one up?·        (Add in any additional questions that come up and flow with the conversation)Kim·       How do you take the title when purchasing the properties?·       Can you leave the self directed IRA to your beneficiaries?·       How many people can be involved n the ownership?        Wrap up – Tyler·       Best advice for anyone starting out ·       Now tell us where we can find you (I.e.: Instagram, website, etc.)*****DISCLAIMER****I AM NOT A CPA, ATTORNEY, INSURANCE, CONTRACTOR, LENDER, OR FINANCIAL ADVISOR. THE CONTENT IN THESE  VIDEOS SHALL NOT BE CONSTRUED AS TAX, LEGAL,INSURANCE, CONSTRUCTION, ENGINEERING, HEALTH OR SAFETY, ELECTRICAL, FINANCIAL ADVICE, OR OTHER AND MAY BE OUTDATED OR INACCURATE; IT IS YOUR RESPONSIBILITY TO VERIFY ALL INFORMATION YOURSELF. THIS IS A PODCAST AND YOUTUBE VIDEO FOR ENTERTAINMENT PURPOSES ONLY

You can have full control over your retirement funds with a self-directed IRA. Lisa Hylton's guest today is Kaaren Hall, Founder of uDirect IRA Services, LLC. In this episode, Kaaren gives essential tips on using your retirement accounts to invest in. The number one thing is to do your due diligence. No one is going to dictate your investments for you; you're the one pulling the trigger. That's why you need to learn the rules and check your assets. Want to learn more about self-directing your retirement funds outside of wall street? Join in the conversation and learn how!Love the show? Subscribe, rate, review, and share!Here's How »Join The Level Up REI Podcast Community today:lisahylton.comTwitterInstagramFacebookLinkedInYouTube