Podcasts about udirect ira services

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.

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

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Seamless Real Estate Investing Starts Here | www.connectinvest.com/rtr Your Gateway to Financial Freedom Through Smart Real Estate Investing | https://nchinc.com/rtr Your Path to Passive Income Starts with Tardus Wealth and Rent To Retirement! https://renttoretirement.com/tarduswealth Real Source Residential: Your Partner in Real Estate Success with Rent To Retirement! https://realsourceresidential.com/rtr Take Control of Your Retirement – Invest Smarter with uDirect IRA Services! https://udirectira.com/rent-to-retirement/

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

      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

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

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/

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

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

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

Note Investors Nathan and Dave talk with Kaaren Hall of uDirect IRA Services to talk about the basics of directing your Returment IRA along with what you can and can't do. Watch this video on Youtube: Watch Video Our new Website Updated Tools, Resources, Bid Calculator, Education and over 100 assets for sale #noteinvesting #mortgagenotes #investor #mortgagenote #realestate #realestateinvestor Visit our website, follow us on social, join our Note Investing Facebook group, or listen to our Note Investing Podcast! Links Website: https://www.jkpholdings.com Podcast: https://jkpholdings.com/podcasts/ Beginner Series: https://www.jkpholdings.com/beginner-series/ Youtube Channel: https://www.youtube.com/c/JKPholdingsllc?sub_confirmation=1 SOCIAL MEDIA FB Group: https://www.facebook.com/groups/EastCoastDistressedNoteInvesting/ Facebook: https://www.facebook.com/JKPHoldings/ Linkedin: https://www.linkedin.com/company/jkp-holdings-llc --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/jkp-holdings/message Support this podcast: https://anchor.fm/jkp-holdings/support

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

We kick off this week's episode with the latest So Cal real estate market data. Saeed and Dion lay out the latest numbers, and discover that the entire region is in the red. Find out what's caused the sharp decline in the market. In Systems, Synergy, and Networks Essential for Success, we welcome our guest Kaaren Hall to the show. Kaaren is the founder of Udirect IRA Services, and she joins us today to shed light on self-directed IRAs. Find out what they are, who they benefit the most, and how to most effectively strategize your investing endeavors. For our last segment, M&M for Everyone, Saeed and Devaughn share with us some of the best free features available on the platform. To build your network, you'll want to join us by checking out M&M's Business Directory.

Congress is tinkering with the rules for IRA accounts. It's part of a crackdown on individuals with millions in their retirement accounts, tax free. According to the Senate Finance Committee, the number of mega IRAs has grown substantially in the last decade. In 2011, there were about 8,000 taxpayers with $5 million or more in their accounts. In 2019, the data shows more than 28,000 taxpayers had that much in their accounts, and another 500 taxpayers with much more than that. (1) The legislation has set off alarm bells among investors who use self-directed IRAs to buy real estate.In this episode, Kaaren Hall joins me to talk about the proposed legislation and the changes that lawmakers are likely to adopt. She is the founder and CEO of UDirect IRA Services which provides self-directed account management. She started the company in the midst of the Great Recession after the stock market crashed. She's been helping people move their retirement funds into self-directed IRAs since then, so they can invest in things like real estate, land, startups, and more. Before that, she spent 20 years in mortgage banking, real estate, and property management.If you'd like to learn more about self-directed IRAs and real estate investing, you'll find articles on our website at realwealthshow.com. While you are there, please sign up. It's free and will give you access to our Investor Portal where you can view sample properties and connect with our network of resources, including experienced investment counselors, property teams, lenders, 1031 exchange facilitators, attorneys, CPAs and more.And please remember to subscribe to our podcast and leave a review if you like what you hear! Thank you!

I'm not trying to be alarmist, but this is a BIG one… Currently, several changes are being proposed that could have a disastrous impact on the world of self-directed retirement As some of you might have heard, it was recently revealed that Peter Theil has a self-directed IRA worth several billion dollars.  This inspired politicians to clamp down on the world of SDIRA's, and now the entire industry could be in jeopardy. In fact… If these proposals are enacted, it could mean the end of the world of self-directed retirement as we know it. Not only would they impact the mega-IRA owners like Peter Theil, they would affect a HUGE percentage of the listeners of this program. Today, we are joined by Kaaren Hall, the president of uDirect IRA Services, a self-directed retirement account provider, to discuss the matter and what you can do. In this episode, we are going to discuss… Would these proposals end our ability to invest in private placements within our SDIRAs? Would we be forced to sell our interest in private placements? What would that mean for the real estate market as a whole?  The proposal includes an END to IRA-owned LLCs. What would this mean for those who have one? Typically, I try to avoid paying much attention to “purposed” regulations, but given that most politicians don't understand the nuances of this space, getting ahead of this before it gets any more steam could be a VERY good idea.   Take Control, Hunter Thompson   Resources mentioned in the podcast: 1. Previous appearance - E14 - Controlling Your Future Through Self-Directed Retirement 2. Their website 3. Their guide to contacting your elected officials in the United States House of Representatives and Senate 4. Their article “Hands Off My IRA” 5. Their article “Tell Your Story”   Kaaren Hall's Socials: Facebook Instagram LinkedIn   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

How convenient is it to invest in an asset of your own choosing, write a personal check to that investment, with the bank simply there just to facilitate? That's exactly how self-directed IRAs work, and it allows you to tap into a massive pool of funds if done correctly. Moneeka Sawyer sits down with Kaaren Hall, CEO at uDirect IRA Services. Together, they dissect the many benefits of self-directed IRAs, as well as the intricacies that come with it. Moneeka and Kaaren explain how to invest 401(k) tax-deferred money properly, why you are still getting taxed by the IRA, what happens when you exceed the expenditures buffer, and a lot more.Love the show? Subscribe, rate, review, and share! https://blissfulinvestor.com/podcast/

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

Investing your hard-earned money can be a daunting task, especially if you are investing for retirement. With many kinds of assets available on the market, you will need every bit of information you can get before making the big decision. Dale Corpus takes aim at IRAs and other assets in a conversation with Kaaren Hall, CEO of uDirect IRA Services. Kaaren discusses the several types of IRAs you can invest in and their pros and cons. We also hear about 401Ks and several other investment assets that you can look into.

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. Learn more about Hall and her thriving company at uDirectIRA.com or email info@udirectira.com Help us fight Human Trafficking by supporting Exodus Road and giving to the Storehouse Giving Fund. Click here. Click Here to Enroll in Podcast Systems University today and use with coupon code STU20 to get the course for only $297 and regularly $497! Get the 10 Levels of Passivity FREE Report by emailing: podcast@storehouse310turnkey.com Make planning a priority this year! Go to https://boldlyandco.com/ ** Use the Code: STOREHOUSE at checkout for a 20% discount on ALL products. ** Use the Code: STOREHOUSE495 gives a $200 off discount on the next workshop. If you are interested in joining the War Room Mastermind Group, email: wrmastermind@gmail.com

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

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 experience to use. The solution was an untapped market for both her skills and her investors' self-directed IRAs. She has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs.[00:01 – 07:48] Opening SegmentInsight into the episodeIntroduction to the guest for the episode, Kaaren HallKaaren's backgroundCareer as a radio announcerGetting into real estateLoan servicingFinding herself in the field of self-directed IRAs[07:49 – 20:53] How to Build Your BusinessLaunching uDirect IRA servicesDifference between a Trust company and a bankBuilding her teamHiring the right people for the right rolesLessons they learned as they built their business[20:54 – 23:39] Final Four SegmentKaaren's advice to aspiring investorsInvest early, and oftenHow she stays on top of her gameHer way to make the world a better placeReach out to our guest– see links belowFinal wordsTweetable Quotes: “Invest early and often. You're gonna make mistakes, but if you don't invest, you're not gonna win, and if you don't win, you're not winning in life.” - Kaaren Hall“If you have a JOB, that's gonna cover your expenses. But if you want to build wealth, you have to invest. You might stub your toe, but you're gonna learn.” - Kaaren HallResources Mentioned: uDirect IRA ServicesShoe Dog - Phil Knight------------------------------------------------------------------------------------------Follow Kaaren on Linkedin. Visit their website at https://udirectira.com/ or send an email at info@udirectira.com. Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com

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 experience to use. The solution was an untapped market for both her skills and her investors' self-directed IRAs. She has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs.[00:01 – 07:48] Opening SegmentInsight into the episodeIntroduction to the guest for the episode, Kaaren HallKaaren's backgroundCareer as a radio announcerGetting into real estateLoan servicingFinding herself in the field of self-directed IRAs[07:49 – 20:53] How to Build Your BusinessLaunching uDirect IRA servicesDifference between a Trust company and a bankBuilding her teamHiring the right people for the right rolesLessons they learned as they built their business[20:54 – 23:39] Final Four SegmentKaaren's advice to aspiring investorsInvest early, and oftenHow she stays on top of her gameHer way to make the world a better placeReach out to our guest– see links belowFinal wordsTweetable Quotes: “Invest early and often. You're gonna make mistakes, but if you don't invest, you're not gonna win, and if you don't win, you're not winning in life.” - Kaaren Hall“If you have a JOB, that's gonna cover your expenses. But if you want to build wealth, you have to invest. You might stub your toe, but you're gonna learn.” - Kaaren HallResources Mentioned: uDirect IRA ServicesShoe Dog - Phil Knight------------------------------------------------------------------------------------------Follow Kaaren on Linkedin. Visit their website at https://udirectira.com/ or send an email at info@udirectira.com. Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com

Join German and Oscar Buendia with their guest, Kaaren Hall, as they talk about non-traditional investments through self-directed IRA. Kaaren is a Self-Directed IRA Expert and CEO at uDirect IRA Services and OCREIA. She has a lot of different skills, expertise, and years of experience! Here’s a breakdown of what to expect in this episode

You want to maximize your retirement fund and have heard about self-directed IRA, but how do you get started?  First things first, a self-directed IRA is a variation on a traditional or Roth IRA where you can hold alternative investments, including real estate, other businesses, and even precious metals that regular IRAs can't own. In general,  self-directed IRAs are available only through specialized firms that offer self-directed IRA custody services. In today’s episode, we will discuss how to open a self-directed IRA with the guidance of Kaaren Hall, CEO of https://udirectira.com/ (uDirect IRA Services, LLC). Kaaren 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. Stay tuned and learn more about investing in alternative assets to grow your retirement account. “It does not have to be complicated. The process is open, fund, invest.” – Kaaren Hall In This Episode: - How do you transition from traditional and ROTH IRA to self-directed IRA - Investing in alternative assets - What is a non-recourse loan - Prohibited transactions and disqualified persons per IRC 4975 - How can you cover a shortfall and other expenses - The Due Diligence of knowing who you’re investing in  - Why you need an exit strategy - Asset classifications - The different IRA worlds Resources: - https://www.irs.gov/publications (IRS Publications) - https://www.irs.gov/irm/part4/irm_04-072-011 (IRC 4975 on Prohibited Transactions) -https://www.biggerpockets.com (Bigger Pockets Real Estate Investment Tool) Connect with Kaaren Hall and her company: - https://udirectira.com/ (Website) - https://web.facebook.com/KaarenatuDirect (Facebook) - https://www.instagram.com/udirectiraservices/ (Instagram) - https://twitter.com/udirectira (Twitter) - https://www.linkedin.com/in/KaarenHall/ (Linkedin) - https://www.youtube.com/channel/UCWAycexbDjYjHh8R8goug0A/featured (YouTube) Connect with Sharran: - https://www.sharran.com/ (Website) - https://www.linkedin.com/in/sharran/ (LinkedIn) - https://www.facebook.com/likesharran (Facebook) - https://www.instagram.com/sharransrivatsaa/ (Instagram) - https://twitter.com/sharran (Twitter)

"Don't depend on social security, depend on yourself." -Kaaren Hall    Today I am interviewing Kaaen 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. Before starting her company, Kaaren worked in property management and mortgage banking. She is a speaker and educator providing tons of knowledge and information on IRA's, 401ks, types of retirement plans, IRA investment options, and the rules and requirements for using retirement funds for investing. She has spoken at my FIBI Pasadena meeting amongst many other meetings nationwide.  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 Self directed IRA's and ways to invest them  Will they take away social security  Understanding the market cycles Investing to take care of yourself in the future  The risk of social security  Work as an entrepreneur  Why marketing is key to a successful business  Using real estate as another stream of income  The power of taking control of your financial freedom Tiny markets of influence Required minimum distribution  COVID related distribution  What happens to retirement funds during COVID Why private equity is the #1 asset in self directed IRA's Publication 598   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 week and learn everything you need to know to invest in real estate education and create real wealth for a lifetime.   Find out more about Kaaren here:  Website uDirectIRA.com Facebook UDirectIRA Twitter uDirectIRA IG @uDirectIRAServies

This LIVE podcast episode will host an amazing guest, Kaaren Hall, CEO of uDirect IRA Services, LLC. Register Here : https://zoom.us/webinar/register/7015949347966/WN_bm11W3dIR1y9mURs2MURYwWe will discuss new rules since the COVID-19 that allow IRA holders to pull from their IRA with no tax penalties. We will also discuss Unearned Business Income Tax, Changes to IRAs since COVID-19, Withdrawal exceptions up to $100k, Contribution changes and how there is No RMD in 2020U direct IRA Services LLC has $500MM+ Under Management. 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. Learn more about Hall and her thriving company at uDirectIRA.comThe Passive Cash Flow Podcast is for beginner or experienced investors. Subscribe today to learn how you can diversify out of the stock market, own a part of an apartment building & start earning Passive Cash Flow!Peoples Capital Group has been helping passive investors build wealth in NJ real estate for 10 years.  Visit www.PeoplesCapitalGroup.com to find out if you qualify to start earning passive income and pay less taxes via investing in real estate. IRA's and 401K's are accepted.--https://www.facebook.com/peoplescapitalgroupnj/https://twitter.com/PCGrealestatehttps://www.linkedin.com/in/seth-martinez-29729a21/https://www.linkedin.com/in/aaron-fragnito-620b93173/https://www.youtube.com/results?search_query=peoples+capital+group#NJRealEstateInvesting#AaronFragnito#PassiveCashFlow#PCGSupport the show (https://www.peoplescapitalgroup.com/)

Kaaren Hall is the CEO of uDirect IRA Services, LLC, which has $500MM+ under its management. 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. Learn more about Kaaren Hall and her thriving company at uDirectIRA.com. Connect with Kaaren Website: https://udirectira.com/about/ Phone Toll-Free:  866-447-6598 Phone:  714-831-1866 ___________________________________ Want to appear on our podcast?  Contact Us Learn how you can passively put your hard earned money to work for you through multifamily syndication:  Steed Talker Capital Connect with Us: Facebook Twitter Linkedin Instagram Youtube

Now is the time, more than ever, to recognize that having strong control of our finances, the ability to adapt, access to cash flow, and protecting our retirement funds is vital. Today’s guest Kaaren Hall is here to lend guidance on investing and diversifying with a self-directed IRA. Listen along to learn how IRC 4975, the rules for IRA investments, has evolved with the challenges of COVID; along with the CARES Act impact. This episode will help you see and understand yet another layer of opportunity in investing and growing your wealth, even in a climatic market shift. Asset: This episode explores how a self-directed IRA opens the door to diversify your investment portfolio. Process: How does a self-directed IRA differ from other IRA options? Kaaren explains how this particular process of savings and investing works, and why now in the midst of a pandemic, it’s a highly attractive option to consider. Strategy: One of the keys to successful real estate investing is highly aligned with understanding and optimizing tax advantages. In this episode, Kaaren explains in depth how to maximize the unique benefits and security of self-directed IRAs for implementing this strategy. Hungry to learn more about being a multifamily syndicator or a passive investor? Grow your knowledge here: https://www.ellieperlman.com/training Kaaren’s Bio: Kaaren Hall is the CEO of uDirect IRA Services, LLC, which currently has $500MM+ under management. Despite being in the midst of a recession and mortgage market collapse in 2009, 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. In addition, Kaaren sits on the Board of Directors for the Retirement Industry Trust Association, and is the Founder of Orange County Real Estate Investors Association. How to Contact Kaaren: Website: uDirectIRA.com Email: info@udirectira.com

The Federal government's $2 trillion CARES Act rescue package has something for just about everyone, but it's not always obvious what applies and what doesn't. There may be several ways that each person can benefit, and today, our guest will talk about how the CARES Act impacts people with self-directed retirement accounts. Kaaren Hall is the founder and CEO of UDirect IRA Services in Irvine, California. She started the company in the midst of the Great Recession after the stock market crashed. She's been helping people move their retirement funds into self-directed IRAs since then, so they can invest in things like real estate, land, startups, and more. Before that, she spent 20 years in mortgage banking, real estate, and property management.  www.RealWealthShow.com  

This week's radio show and video guest is Kaaren Hall alongside Bruce and Aaron Norris. Kaaren is the CEO of uDirect IRA Services, and she's also a board member at the Retirement Industry Trust Association. She's here today to fill us in on what you can and can't do with your retirement accounts at these interesting times.  Kaaren will be answering some of Bruce and Aaron's questions regarding the CARES Act and how it impacts retirement accounts.  Bruce and Aaron will also be answering their subscribers' questions and giving us an update on COVID-19, including the latest numbers, the Pandemic Unemployment Assistance, foreclosure evictions, property taxes, CRDs and more.   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 http://www.thenorrisgroup.com/

Kaaren Hall is the President of uDirect IRA Services in Tustin, California. Kaaren helps people use their retirement accounts to invest outside of wall street into real estate, private stock, loans and much more!  Questions Discussed: 1) Is self-directing for everyone? 2) What are the steps to self-directing an IRA? 3) How long does the process take? Contact Info:  Email Address: KHall@uDirectIRA.com Website: www.uDirectIRA.com Bonus Material:  ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!

One of the most important aspects of living a life of positivity is choosing who you want to be around. In this special episode, Leo invites us into his inner circle of influencers, and chats with Kaaren Hall. Kaaren talks about the people and organizations that helped form her positive outlook, and discusses the path of positivity, which is not always smooth.  Leo and Kaaren agree that their circle of influence is one of their greatest assets, and discuss the sometimes difficult decisions necessary to keep on the path. Kaaren Hall is CEO/President of uDirect IRA Services, LLC. To join the members-only Facebook group, Posi Podcast Listeners, visit Leo's page https://www.facebook.com/leo.clark.11 and request to be added to the group. He will let you right in! This podcast was produced by Studio C Creative Sound in San Diego CA.

Check out our video podcast on Youtube https://bit.ly/2Rkg7Zx Can anyone Self-Direct their IRA or 401(k)? What are the rules of Self-Directed investing? What can I purchase or invest in with a Self-Directed IRA? Can my IRA borrow & lend money? Our expert guest, 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. ----more----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. CONTACT INFO: Office: (714) 831-1866 Email mail:  KHall@uDirectIRA.com website:  www.uDirectIRA.com Free Report: https://udirectira.com/free-report/ ……………………………………………………………… Jacqueline’s Info: Email: Info@IntegrativeMinds.com Website:IntegrativeMinds.com Cash flow with our Turnkey Real Estate Investment Program. Info & sign up to get property listings at TrueLegacyWealth.com. All properties $50K - $150K. Jacqueline’s books: https://amzn.to/2HYXs3u Follow Parent Pump Radio on YouTube, Facebook, Itunes, Stitcher and Google Play  #ParentPumpRadio #integrativeminds #Jacquelinetdhuynh #Jacquelinehuynh  #harmoniousfamily, #happyfamily #wealthyfamily #financialfreedom #RealEstateInvesting #cashflow #truelegacywealth #legacywealth #KaarenHall #UDirectIRA #SelfDirected IRA    

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. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs. Learn more about Hall and her thriving company at www.uDirectIRA.com In this episode, we talk about: If self-directed IRA is for you Can you borrow money from your IRA? Can you get a loan directed from your SDIRA? If you want to find out more about this amazing vehicle for growing wealth and investing in real estate contact uDirectIra at www.uDirectIRA.com or call them at 866-447-6598. To see this program in video on Roku go to RealEstateInvesting4Women.com To watch the EXTRA portion of this show go to RealEstateInvestingForWomenExtra.com ------------------------------------------------------ Learn how to create a consistent income stream by only working 5 hours a month the Blissful Investor Way. Grab my FREE guide at http://www.BlissfulInvestor.com

On today’s episode we have the President/CEO of UDirectIRA services, Kaaren Hall. Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made resounding success of uDirect IRA Services. The single mom discovered a strategic way to put her 20+ years 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 IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs. Learn more about Hall and her thriving company at uDirectIRA.comOn this episode you'll learn:-What is a self-directed IRA?-What are the benefits of a self-directed IRA?-Self-directed IRA prohibited transactions-Roth vs Traditional self-directed IRAs?-Cost/Fees-Self-Directed IRA - Real Estate (UBIT, Private Lending)-Solo 401K - (Eligibility, Cost/Fees)Contact Info:Website: https://udirectira.com/Show notes and more on www.biggercashflow.com

Does $27 Trillion get your attention?! That is how much money is currently invested in various forms of retirement accounts. We have been conditioned to believe that the stock market is the only way to secure our futures within IRAs but we truly can have control over not only what we invest in but also what returns we earn. Join Jasmine and Natosha as they interview the founder and CEO of UDirect IRA Services, LLC, Kaaren Hall. She has helped thousands of Clients invest outside of the stock market and improve their financial futures. Find out how you can not only utilize your own retirement funds to invest but how you can also partner with others and create an endless supply of OPM opportunities. This is an episode you won't want to miss!

Making the right, smart investment choices is crucial to getting the most you can. uDirect IRA Services has helped thousands of Americans invest their IRA outside of the stock market and into real estate, land and more to improve their financial future. Kaaren Hall joins us to share how they stay with their clients at every step of the way, making sure they "learn the earn." 

Many women want to invest in real estate and think they don’t have enough money, but they’re actually sitting on thousands and sometimes hundreds of thousands in their retirement accounts. In this episode we interview Kaaren Hall to learn how you can use your retirement funds to invest and grow your wealth. 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. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs. Learn more about Hall and her thriving company at uDirectIRA.com. ABOUT MONICK HALM: Host Monick Halm is the founder of Real Estate Investor Goddesses online community, and bestselling author of “The Real Estate Investor Goddess Handbook.” She has over 12 years of residential real estate investing experience in single family, multi-family, mobile home parks, and flipping. With her husband and their investors, she owns over 1200 rental doors. She delights in adding value for her investors and tenants through improved management and the targeted remodeling and rehabbing of properties. Visit: www.RealEstateInvestorGoddesses.com to connect with Monick and to join our dynamic community of Real Estate Investing Women from all over the world.

You've wondered what you could and couldn't do, now you will know! Cure all your doubts about this this peculiar little entity and hear why you should have one. You can't miss this one! Best Ever Tweet: Remember that there is always a better way to move money. Kaaren Hall Real Estate Background: - President, uDirect IRA Services, LLC - Helped thousands of Americans invest their IRA into real estate, land, private notes & more - Educating individual investors and professionals is the cornerstone of uDirect IRA - Based in Orange County, California - Say hi to her at www.udirectira.com Want an inbox full of online leads? Get a FREE strategy session with Dan Barrett who is the only certified Google partner that exclusively works with real estate investors like us. Go to strategy to schedule the appointment. Subscribe to Joe’s YouTube Channel here to learn multifamily and raising money tips: Subscribe in   and    so you don’t miss an episode!

On this episode of Secrets to Real Estate Investing host Holly is joined by Kaaren Hall. Kaaren is founder and CEO of uDirect IRA Services. Kaaren’s two biggest pieces of advice are 1. Save for retirement, 2. Protect that money. For more, plus Holly's FREE download, see hardhatholly.com/8

A Self-Directed IRA is an IRA that can invest alternative assets such as Trust Deeds and Mortgage Funds.  This is why on today’s show, Dino invited on the perfect combination of experts to talk about the marriage of this terrific investment vehicle with a fantastic alternative investment. As always, there’s a lot to consider, but when set up properly this type of strategy can yield great results.  In this episode Kaaren Hall from UDirect IRA Services and James Perry CEO of Alliance Portfolio discuss:   How a Self-Directed IRA works Why Trust Deeds & Mortgage Funds work so well in Self-Directed IRA’s Tax Implications of the Self-Directed IRA What is a Trust Deed & Mortgage Fund What types of property are inside a Mortgage Fund What to expect from your investments much more... Check out our past shows and learn more about the Money matters With Dino community, at www.moneymatterswithdino.com  Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

The stock market had its worst start in the history of Wall St in 2016. Is your 401K or IRA safe with Wall St? My guest for this episode is Kaaren Hall, founder and President of uDirect IRA Services. Kaaren talks about how to take control of your retirement account with a self directed IRA and how you can invest in real estate in your IRA.

The stock market had its worst start in the history of Wall St in 2016. Is your 401K or IRA safe with Wall St? My guest for this episode is Kaaren Hall, founder and President of uDirect IRA Services. Kaaren talks about how to take control of your retirement account with a self directed IRA and how you can invest in real estate in your IRA.

The investments in your retirement account can be self-directed by you. Most IRAs are typically invested in stocks, bonds and mutual funds. With a self-directed IRA from, as the name implies, you make the investment choices. The types of investments are almost limitless.   On this show Kaaren Hall from UDirect IRA Services, LLC talks to Dino about the benefits of using a self-directed IRA.  Here are just some of the questions Dino asked Kaaren:   *  Is Self-Directing for everyone? *  Can my IRA borrow money? *  How long does it take to self-direct an IRA *  When I open an IRA do I get a checkbook? *  Is self-directing my retirement something new? *  What kinds of assets can I invest in with a self-directed IRA? *  Can I use my SDIRA as a down-payment on a house?

My guest this week is Kaaren Hall, President of uDirect IRA Services. Kaaren talks about how to take control of your retirement with a self directed IRA. With a self directed IRA, you can invest in alternative assets like real estate and not be restricted to Wall Street stocks and bonds.

My guest this week is Kaaren Hall, President of uDirect IRA Services. Kaaren talks about how to take control of your retirement with a self directed IRA. With a self directed IRA, you can invest in alternative assets like real estate and not be restricted to Wall Street stocks and bonds.

Listen as Kaaren Hall, owner of uDirect IRA Services discusses the opportunity to Self-Direct IRA investments into a variety of qualifying investments.

Is a self-directed IRA for everyone? How long does it take to self-direct an IRA? What can a self-directed IRA invest in? These are just a few of the questions we will be asking our guests Matt MacFarland and Amanda Han from Keystone CPA and Kaaren Hall from UDirect IRA Services.

My guest Kaaren Hall, President of UDirect IRA Services, discusses how to take control your retirement with a self directed IRA. Hear how you can invest in real estate and other non traditional assets through your IRA. assets other than the traditional stocks that

My guest Kaaren Hall, President of UDirect IRA Services, discusses how to take control your retirement with a self directed IRA. Hear how you can invest in real estate and other non traditional assets through your IRA. assets other than the traditional stocks that