Most investors know what an IRA is…
But almost no one knows what it can really do.
In fact, there’s a little-known type of retirement account that’s been legal for 50 years…
…yet most investors still don’t even realize it exists.
Today, I sat down with Kaaren Hall — founder of UDirect IRA and author of The BiggerPockets Guide to Self-Directed IRA Investing, to set the record straight.
She explains how this one strategy can unlock trillions in sidelined capital…
And help you raise money for your next deal — without Wall Street.
In today’s interview, she breaks down:
- Why 50 years of misinformation has kept investors in the dark
- The SECURE Act 2.0 rule that could let you contribute $70,000 after-tax into a Roth-style account
- Why syndications are the #1 asset self-directed IRAs invest in
- The one mistake that can make your self-directed IRA taxable
- What the “25% ERISA Rule” means for fund-of-fund managers
- How to avoid UDFI with the right structure
- The rising trend of crypto in retirement accounts
Plus, we cover exactly how capital calls work inside IRAs, how the rules change once you hire employees, and why more 401k plans may soon include alternative assets…
If you want to tap into the $14 trillion IRA market and protect your investors from painful tax mistakes…
Listen to the episode now.
Take Control, Hunter Thompson
Resources mentioned in the episode:
- Kaaren Hall
Previous episodes with Kaaren
Controlling Your Future Through Self-Directed Retirement
Is This the END of Self-Directed Retirement?
Regulatory Changes That Will Affect Real Estate Investors
Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser’s Edge.
Learn more here: https://raisingcapital.com/cre
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