ABOUT KAAREN HALL

Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading provider of self-directed IRA accounts since 2009. With over two decades of experience in real estate, mortgage lending, and property management (and especially Self-Directed IRAs) Kaaren has empowered thousands of people to take control of their retirement funds and invest in alternative assets, such as real estate, private lending, precious metals and more. Her expertise in self-directed retirement accounts has made her a sought-after speaker, and she has been a featured panelist and presenter at industry-leading conferences, including BiggerPockets’ BPCON22, 23, 24 and 25. Adding to her accolades, Kaaren is now the author of the newly published Self-Directed IRA Investing: A BiggerPockets Guide, the definitive resource for investors looking to unlock the power of self-directed IRAs to build wealth. Published by BiggerPockets Publishing, this comprehensive guide combines actionable insights, real-world examples, and Kaaren’s extensive industry knowledge to help investors confidently navigate the world of self-directed retirement accounts.

THIS TOPIC IN A NUTSHELL:

Kaaren’s journey from radio and real estate into self-directed retirement investing
What a Self-Directed IRA is and how it differs from traditional retirement accounts
The history and evolution of Self-Directed IRAs in alternative investing
How investors use retirement funds for real estate, notes, metals, and private deals
The role of the custodian and why compliance matters
Prohibited transactions and the rules investors need to understand
What IRA holders can and cannot do with IRA-owned real estate
Using Self-Directed IRAs in syndications and private placements
Why general partners typically cannot invest their own IRAs in their own deals
Proposed changes that could expand 401(k) access to alternative assets
Roth conversions, tax strategy, and long-term tax-free growth planning
Teaching kids to invest early through earned income and Roth IRAs
Comparing IRAs, 401(k)s, SEP IRAs, SIMPLE IRAs, Solo 401(k)s, and HSAs
Using retirement capital to complement broader real estate investing strategies
UBIT, UDFI, and lessons from navigating fraud, scrutiny, and business resilience

KEY QUOTE:

“For investors, the biggest mistake is often not knowing what vehicles are available to them. The self-directed IRA lets you invest in alternative assets — it’s a vehicle to let you do that.”

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.

The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.

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CONNECT WITH KAAREN HALL:

LinkedIn: https://www.linkedin.com/in/kaarenhall

Facebook: https://www.facebook.com/uDirectIRA
X: https://x.com/uDirectIRA
YouTube: https://www.youtube.com/channel/UCWAycexbDjYjHh8R8goug0A
Website: https://udirectira.com
Instagram: https://www.instagram.com/udirectiraservices

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/