Real Estate, Retirement & Self-Directed IRAs with Kaaren Hall | Part 2 #906

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 IRAs
Self-Directed IRA Investing: A BiggerPockets Guide with Kaaren
Hall. Get it HERE








In 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.


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