EPISODE · Aug 30, 2024 · 30 MIN
The Power of Building Wealth Using a Self-Directed IRA with Kaaren Hall
from Pursuing Freedom: Helping Realtors & Mortgage Lenders Build Profitable, Scalable Businesses and Lives They Love — No Hustle, No Burnout · host Erin Bradley
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
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The Power of Building Wealth Using a Self-Directed IRA with Kaaren Hall
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