Dana Udumulla is an Investments Manager at Madison Trust Company and brings a wealth of experience in the alternative investment industry. With her expertise, she has helped numerous clients achieve their investment goals through self-directed IRA accounts.
As a Certified IRA Services Professional, Dana specializes in IRAs and alternative investments such as real estate, private equity, cryptocurrencies, and many more.

In this episode we discuss details on how one can invest through self-directed IRA into alternative assets especially real estate.

DISCLAIMER: We are not giving any financial advice.

(00:00 - 01:41) Introduction
- Dana is introduced as the guest Hosts

(01:41 - 03:52) Dana's Professional Journey
- Dana shares his professional journey

(03:52 - 31:19) Real Estate Investing Using Self-Directed IRA
- Dana shared about at what point can someone become eligible for self-directed IRA
- She also shared her criteria in selecting a custodian
- Can you role over your self-directed IRA from one custodian to other?
- Dana explained the traditional IRA
- Dana shares as well the different assets that can be purchased on roth IRA and what are the certain assest that restricted by the IRA
- Can someone use their self-directed IRA money to buy the property into the LLC
- Dana shares her challenges came across when someone invest in real estate
- Dana talked about UBIT and UDFI
- Dana talked more about delf-directed IRA
- Shares about the process of using the money from self-direct IRA to purchase on real estate

(31:19 - 35:15) Final Round
- Danashares his best business or investment advise
- Dana's best book that he recommend that made an impact to his business and life
- How Dana give's back
- His main source to learn and grow

(35:15 - 36:44) Closing Segment
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