?
uDirect
rt in the
ucation.
odian to
e and ed-
accounts
ng a self
derstand
ustodian
ess. This
ust.
ets, proj-
to grow
real es-
precious
me of the
you are
, you’re
ne else’s
ge Com-
wareness
careful,
able. So
ply help-
nal links
where to
ntentions
qualifies
This is
wise to
ver your
anies are
to guide
our self-
gov pub
ines and
Hall.
RA.com,
rce loca-
re many
ert their
“Bring your business cards, and
more importantly have a goal,
and bring questions.” If you come
focused on solving something,
and have specific questions, you’ll
successfully find solutions.
real estate experience, Kaaren Hall has as-
sisted
nationwide
of clients
for
The her Secret
to base
Sleeping
Well
many years.
(and Retiring Better)
She is also president and founder of uDi-
rect IRA Services LLC, and speaks at many
what club
is Kaaren’s
secret
to being
so
real So estate
meetings and
events
to edu-
calm
about
retirement,
and
being
able
cate the public on how to use self-directed to
IRA
She right
is a now?
sought after expert
enjoy accounts.
life more,
in Most
the field
and
has
assisted
national
real
OC California real estate
pros
estate experts with their own deal structur-
are probably already aware of Hall’s real
ing and accounts. The service and fees are
passion:
Self-Directed
These nifty
the
aspects
to consider IRAs.
when choosing
a
little investment
she
custodian.
Having vehicles
access to are
the why
experience
and
the added value
with
this
isn’t knowledge
sweating is
retirement,
and are
what
company.
enables her to live in the moment, with
After many years of Hall being a busy
confidence.
mother of two and traveling throughout the
For of those
not yet life
familiar
with the
state
California,
has gotten
much
incredible
tax minimizing,
return
easier
now that
her children are
older. This
allots
for more power
time and
expansion on edu-
maximizing
of self-directed
cating
the public
on harnessing
the control
retirement
accounts,
Kaaren sums
them
of their own retirement futures.
up as being the “ultimate tool for taking
There are many employees who are no
control at of their
your original
retirement
longer
job finances.”
locations and
What
keeps
most
awake
at night Some
is
are looking to rollover their 401(k).
individuals
are
looking
to
rollover
from
fearing they can’t save enough to stack
their
employer nest
plans,
self-directed
up a sufficient
egg, and
or that
they
IRA’s are an option for people to become
have virtually no control of how money
educated on in order to better their lives
managers
will play their retirement funds
and
their family.
in The
the market.
Self-directed
IRAs
and
old saying
that knowledge
is power
is obviously visible now to many, due to
Realty411Guide.com
Hall’s
hard work and sharing of her
years
of experience with every day people who
can benefit from it the most.
401k plans change all that.
They also offer tax deferred, and tax
free investing and portfolio growth. All
without having to be overly creative,
mastermind complex networks of offshore
shelters and secret accounts, or break the
law, and get on the IRS’ hit list.
UDirectIRA.com
Kaaren Hall’s first passion (besides
her family), and what led to the NREIA
seeking her out to be their president,
is helping others take control of their
retirement finances.
As the founder of uDirect IRA Services,
which provides self-directed IRA setup
and services Kaaren has been living out
this mission. uDirect’s account-holders
have over $200M in assets.
The 411 on Getting Started with Self-
Directed Retirement Accounts:
Even those just starting out can build
wealth quickly making micro-loans within
IRAs
In addition to rentals and flipping
houses, investors can invest in mortgage
PAGE 79 • 2014
debt, raw land, and units of syndications
through their self-directed retirement plans
Allow a couple of weeks for rolling
over, or setting up your new IRA
Investors must use third party
‘custodians’ or ‘administrators’ to execute
their investments, and maintain tax
benefits
Use self-directed IRAs to invest in
what’s best for you
It doesn’t require a mathematical genius
to deduce that benefiting from tax deferred
and tax free investment returns and growth
can deliver double digit plus perks, versus
those forking out a major slice of the pie
to the tax man each year.
While each investor’s results will
be different, Hall told one of her most
heartwarming client success stories
recently was a lady that got started with
just $3,000 in a self-directed Roth IRA.
Investing just a portion of this startup
retirement fund in a real estate option
quickly returned her $20,000. This is the
beginning of a rapidly growing nest egg
that will grow tax free for life!
Find out more about self-directed
IRAs and get your hands on your
complimentary copy of “8 Best-Kept
Secrets About Investing With Your IRA” at
www.uDirectIRA.com, or get along to the
next Orange County Real Estate Investors
Association MeetUp.
To learn more about OC REIA visit:
http://ocreia.com
reWEALTHmag.com