#926 Retire Smarter: Unlocking the Power of Self-Directed IRAs with Kaaren Hall

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."

Recommended Resources:

• Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club!
• If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.
• Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.
• Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.