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December 18, 2024 โ€ข 32 mins

uDirect IRA: Empowering Rent To Retirement Investors with Self-Directed Wealth Solutions

https://udirectira.com/rent-to-retirement


๐ŸŽ™๏ธ Welcome to the Rent To Retirement Podcast! ๐ŸŽ™๏ธ

Join hosts Adam Schroeder and Zach Lemaster as they chat with Kaaren Hall, founder of uDirect IRA and author of the new book, Self-Directed IRA Investing: A BiggerPockets Guide. Discover the untapped potential of self-directed IRAs for building wealth through real estate! ๐Ÿกโœจ


In This Episode, Youโ€™ll Learn:

โœ… Kaarenโ€™s journey into real estate investing and IRAs

โœ… How to use self-directed IRAs for real estate ๐Ÿ˜๏ธ

โœ… Prohibited transactions to avoid ๐Ÿšซ

โœ… Tax advantages and growth potential ๐Ÿ“ˆ

โœ… Creative strategies for funding your investments


Timestamps:

00:00:00 - Intro with Adam Schroeder and Zach Lemaster ๐Ÿ‘‹

00:00:08 - Meet Kaaren Hall, Founder of uDirect IRA ๐Ÿ’ผ

00:01:16 - Kaarenโ€™s first steps in real estate ๐Ÿข

00:02:41 - Wealth-building secrets in real estate ๐Ÿ’ก

00:04:12 - What is a self-directed IRA? ๐Ÿค”

00:09:10 - Tax benefits of investing through a self-directed IRA ๐Ÿ’ฐ

00:13:10 - Using non-recourse loans in self-directed IRAs ๐Ÿ“œ

00:17:20 - Combining funds creatively for investment opportunities ๐Ÿ”—

00:20:56 - How to contribute more to your IRA ๐Ÿ–‹๏ธ

00:24:04 - Loans from solo 401(k)s explained โœ…

00:28:43 - Learn about Kaarenโ€™s new book with BiggerPockets ๐Ÿ“š

00:31:11 - Conclusion and call to action ๐Ÿš€


Key Takeaways:


Self-directed IRAs empower you to control your retirement investments beyond traditional stocks and bonds.

Avoid common pitfalls by understanding prohibited transactions and tax implications.

Leverage tools like non-recourse loans and solo 401(k)s to maximize your investment power.


๐Ÿ“š Resources Mentioned:


Visit Kaarenโ€™s site: https://udirectira.com/rent-to-retirement

Explore more at: renttoretirement.com

Grab Kaarenโ€™s book: Self-Directed IRA Investing: A BiggerPockets Guide


Subscribe here: https://www.youtube.com/channel/UC_h1lnz1kM75Gj79VV8QtEg


Listen to RTR Podcast on the go:

https://podcasters.spotify.com/pod/show/renttoretirement


With the many options available for a real estate investor, some people gravitate towards single family homes, some to multifamily, and some go the route of buying raw land.


Join our Newsletter Email List (submit information at the top right corner of the webpage): https://renttoretirement.com


Have questions? Please send them to podcast@renttoretirement.com and hear them answered in a future episode!


Schedule a Consultation

at https://landing.renttoretirement.com/gm-calendar?submissionGuid=62df2bdd-79a2-445c-884b-798daf9e88a9


#RealEstateInvesting #SelfDirectedIRA #RetirementPlanning #FinancialFreedom #PassiveIncome #WealthBuilding #InvestSmart #NonRecourseLoans #RentToRetirementPodcast

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