Oct 5, 2021
Timeline:
[02:45] Introducing today’s guest, ‘Kaaren Hall’.
[03:37] In one word, describe yourself.
[04:03] A brief history from Kaaren Hall.
[05:40] Kaaren explains what a self-directed IRA actually is.
[06:52] Difference between a Roth IRA and a traditional IRA.
[11:15] 529 college accounts, ESA’s, SEPs, and HSA’s
[14:14] Investing with IRA’s.
[20:07] Filing tax returns with IRA’s for UDFI or UBIT.
[25:30] Setting up an IRA.
[29:03] How to make high-stake decisions.
[31:50] Kaaren’s Insider Secret.
[34:06] Wrapping up.
To get in touch with Kaaren visit udirectira.com or email at info@udirectira.com