August 30, 2024

Kaaren Hall

Episode 229: The Power of Building Wealth Using a Self-Directed IRA with Kaaren Hall

Kaaren Hall

 

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!

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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