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Self-Directed Retirement Investing with Kaaren Hall

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Manage episode 448768482 series 3528393
Content provided by Jeremy & Shelly Beland and Shelly Beland. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeremy & Shelly Beland and Shelly Beland or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this week's episode of REI Freedom, host Jeremy Bieland dives into the world of self-directed IRAs with expert guest Kaaren Hall, Founder and CEO of uDirect IRA Services, LLC. Kaaren brings decades of experience in real estate and financial services, offering invaluable insights for investors looking to leverage alternative assets to build their wealth.

Jeremy and Kaaren discuss the fundamentals of self-directed IRAs, explaining how they differ from traditional IRAs and 401(k)s and highlighting their unique potential for funding real estate ventures. Learn how to strategically deploy your IRA to avoid market volatility and maximize tax-free or tax-deferred growth.

Kaaren also shares real-world examples of how investors can utilize their self-directed IRA for property purchases, private lending, and raw land investments. Whether you’re new to real estate or a seasoned investor, this episode is packed with actionable advice on using self-directed IRAs to unlock new avenues of income.

Key Points Covered:

  • The basics and benefits of self-directed IRAs
  • How to move funds from a 401(k) into a self-directed IRA
  • Real-life applications and strategies for investing in off-market properties
  • Understanding non-recourse loans and UDFI tax implications
  • The importance of due diligence in IRA investing

Links and Resources:

Stay tuned for a special announcement about Kaaren’s upcoming masterclass in the REI Freedom Facebook group, where she’ll share even more insights on how to maximize your investing potential with self-directed IRAs.

Join the Conversation: Connect with us and other real estate investors on our Facebook Group for exclusive discussions, tips, and upcoming events.

Tune in, take notes, and transform your investing journey. This episode is your guide to achieving REI Freedom through strategic retirement investing!

  continue reading

81 episodes

Artwork
iconShare
 
Manage episode 448768482 series 3528393
Content provided by Jeremy & Shelly Beland and Shelly Beland. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeremy & Shelly Beland and Shelly Beland or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this week's episode of REI Freedom, host Jeremy Bieland dives into the world of self-directed IRAs with expert guest Kaaren Hall, Founder and CEO of uDirect IRA Services, LLC. Kaaren brings decades of experience in real estate and financial services, offering invaluable insights for investors looking to leverage alternative assets to build their wealth.

Jeremy and Kaaren discuss the fundamentals of self-directed IRAs, explaining how they differ from traditional IRAs and 401(k)s and highlighting their unique potential for funding real estate ventures. Learn how to strategically deploy your IRA to avoid market volatility and maximize tax-free or tax-deferred growth.

Kaaren also shares real-world examples of how investors can utilize their self-directed IRA for property purchases, private lending, and raw land investments. Whether you’re new to real estate or a seasoned investor, this episode is packed with actionable advice on using self-directed IRAs to unlock new avenues of income.

Key Points Covered:

  • The basics and benefits of self-directed IRAs
  • How to move funds from a 401(k) into a self-directed IRA
  • Real-life applications and strategies for investing in off-market properties
  • Understanding non-recourse loans and UDFI tax implications
  • The importance of due diligence in IRA investing

Links and Resources:

Stay tuned for a special announcement about Kaaren’s upcoming masterclass in the REI Freedom Facebook group, where she’ll share even more insights on how to maximize your investing potential with self-directed IRAs.

Join the Conversation: Connect with us and other real estate investors on our Facebook Group for exclusive discussions, tips, and upcoming events.

Tune in, take notes, and transform your investing journey. This episode is your guide to achieving REI Freedom through strategic retirement investing!

  continue reading

81 episodes

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