Kaaren Hall, founder and CEO of uDirect IRA Services. Kaaren’s been in the real estate and financial services space for over two decades, and she’s helped thousands of investors take control of their retirement accounts by investing outside the stock market, into things like real estate, private placements, notes, and more. We cover the basics of self-directed IRAs, the opportunities and limitations, the biggest myths, and some of the advanced strategies that even experienced investors may not be fully taking advantage of.
Connect with Kaaren: https://udirectira.com/
Highlights:
01:00 – What Exactly Is a Self-Directed IRA?
03:00 – Getting Started: Open, Fund, Invest
07:00 – Using Leverage in a Self-Directed IRA
10:00 – Syndications & Due Diligence
15:00 – The Rules You Can't Break
19:00 – New Roth Rules & Low Fees
Quote: “Self-directed IRAs are a piece of the puzzle in your retirement and it’s the piece that gives you the freedom to invest in what you know best.”
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