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Welcome to our latest episode! Today, we’re joined by Kaaren Hall, a Self-Directed IRA Expert and the dynamic CEO of uDirect IRA Services and OCREIA. From her early days as a news and traffic reporter to becoming a leading voice in the self-directed IRA space, Kaaren has built an impressive legacy by helping investors take control of their retirement savings and grow wealth through alternative assets.
In this empowering episode, Kaaren breaks down the ins and outs of self-directed IRAs, including how to roll over retirement funds, the rules to watch out for, and how investors are using these accounts to invest in everything from real estate to precious metals—and even Super Bowl tickets. She explains key terms like UBIT and UDFI in simple language, and why having the right team of advisors is crucial when investing through tax-advantaged accounts. You’ll hear real-world stories, red flags to watch out for, and actionable tips to help you avoid costly mistakes and make smarter investment choices.
If you're thinking of rolling over your retirement funds or exploring passive income through self-directed accounts, this episode is packed with golden insights from one of the industry’s best. Tune in now to level up your investment strategy and protect your future wealth.
YT TIMESTAMPS
00:52 – Guest intro: Kaaren Hall
02:01 – What is a self-directed IRA?
03:48 – How Kaaren started uDirect IRA in 2009
05:52 – Why most people don’t know about alternative investments
07:29 – Vetting sponsors and avoiding fraud in syndications
09:57 – How capital calls and rate hikes affected IRA investors
12:00 – Borrowing from your retirement account (401k vs IRA)
14:14 – Uncommon investments (like flipping Super Bowl tickets!)
16:47 – Red flags in self-dealing and wholesaling inside an IRA
18:14 – What savvy investors do differently
19:45 – UBIT, UDFI, and how leveraged deals trigger IRA taxes
21:54 – Why having a strong advisory team is essential
24:03 – Final tip: Education before action
ANCHOR TIMESTAMPS
01:28 – Guest Intro: Kaaren Hall
02:37 – What Is a Self-Directed IRA?
04:24 – How Kaaren Started uDirect IRA in 2009
06:28 – Why Most People Don’t Know About Alternative Investments
08:05 – Vetting Sponsors and Avoiding Fraud in Syndications
10:33 – How Capital Calls and Rate Hikes Affected IRA Investors
12:36 – Borrowing from Your Retirement Account (401k vs IRA)
14:50 – Uncommon Investments (Like Flipping Super Bowl Tickets!)
17:23 – Red Flags in Self-Dealing and Wholesaling Inside an IRA
18:50 – What Savvy Investors Do Differently
20:21 – UBIT, UDFI, and How Leveraged Deals Trigger IRA Taxes
22:30 – Why Having a Strong Advisory Team Is Essential
24:39 – Final Tip: Education Before Action
Connect with the Guest:
Website: https://udirectira.com/
https://www.ocreia.com/
Linkedin: https://www.linkedin.com/in/kaarenhall/
Facebook: https://www.facebook.com/kaaren.hall/
#SelfDirectedIRA #AlternativeInvesting #RealEstateTaxStrategy #PassiveIncome #RetirementPlanning
