Self-Directed IRAs & Real Estate Investing with Kaaren Hall – Part 1 #969

In Part 1 of Joey Romero’s conversation with Karin Hall, founder and CEO of uDirect IRA Services and owner of OCREIA, they explore how self-directed IRAs give investors more flexibility in using their retirement funds to invest in real estate and other alternative assets. Karin explains how these accounts work, how investors can move existing retirement funds into a self-directed IRA, and why understanding investment regulations is essential before getting started. They also discuss the role of non-recourse loans, real estate syndications, and the importance of making informed investment decisions when using retirement savings.

In this episode:

How self-directed IRAs allow investments in real estate and alternative assets beyond the stock market. Using retirement funds and non-recourse loans to invest in real estate. Transferring existing 401(k) funds and IRAs into a self-directed account. Understanding prohibited transactions, disqualified persons, and potential tax penalties. How real estate syndications work and what investors should evaluate before committing funds. Why due diligence, reviewing investment documents, and researching investment partners are essential. Understanding UBIT, UDFI, Roth conversions, and IRA contribution rules. 

Exclusive Offers for Our Listeners:

Self-Directed IRA Investing: A BiggerPockets Guide:
https://store.biggerpockets.com/products/self-directed-ira-investing-a-biggerpockets-guide

uDirect IRA Services — The Norris Group Partner Offer:
https://udirectira.com/partner/the-norris-group/

Listeners can receive $50 off their setup through the uDirect IRA Services partner offer.

Learn more about Kaaren Hall:
uDirect IRA Services: https://udirectira.com/

 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 to www.thenorrisgroup.com and click the Hard Money tab. 

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