Self-Directed IRAs: The Secret Wealth Tool Nobody Talks About with Kaaren Hall
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In this episode of Masters of Real Estate, host Matthew Owens sits down with longtime friend and powerhouse entrepreneur Kaaren Hall, founder of uDirect IRA Services. From being a single mom who got laid off during the Great Recession to building a company that now manages over $1 billion in assets, Kaaren shares the raw, unfiltered story of grit, reinvention, and the real power of self-directed retirement accounts.
If you've ever wanted more control over your financial future, or you’re curious how to invest in real estate through your retirement account, this is your roadmap.
What You’ll Learn:
How Kaaren went from unemployed to running a billion-dollar company
What most people don’t know about their retirement accounts
Why self-directed IRAs are a game-changer for real estate investors
The three biggest mistakes people make with retirement investing
The history of retirement (and why the system is broken)
How to avoid UBIT and UDFI taxes
Why picking the right custodian is critical
Common "gotchas" that could make your IRA fully taxable
What a checkbook IRA is — and when it actually makes sense
How to start investing in real estate through your HSA and 401(k)
Tips for teaching your kids about financial freedom and investing
uDirect IRA Services: https://www.udirectira.com
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