Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading provider of self-directed IRA accounts since 2009. With over 20 years of experience in real estate, mortgage lending, and self-directed retirement accounts, she has helped thousands take control of their retirement funds by investing in alternative assets like real estate, private lending, and precious metals. A sought-after speaker, Kaaren has shared her expertise at top industry conferences, including BiggerPockets’ BPCON22, 23 & 24.

In addition to leading uDirect IRA Services, Kaaren founded the Orange County Real Estate Investors Association (OCREIA) in 2012, fostering education and networking among investors. She is also the author of Self-Directed IRA Investing: A BiggerPockets Guide, a comprehensive resource for investors looking to build wealth through self-directed IRAs. Passionate about financial education and advocacy, she serves on the boards of The Council on Aging Southern California and the Retirement Industry Trust Association (RITA), promoting transparency in the retirement industry.

Take control of your future and discover a powerful retirement secret for real estate investors: Self- directed IRAs
Self-Directed IRA Investing: A BiggerPockets Guide with Kaaren Hall. Get it HERE

In this episode:

• How Self-Directed IRAs empower investors beyond traditional retirement accounts.
• Self-Directed IRAs vs. 401(k): Key Differences – What sets them apart and which is best for your financial goals.
• Managing Real Estate in a Self-Directed IRA – Strategies, tax advantages, and potential pitfalls.
• The Legal Framework for Self-Directed IRAs – What assets qualify and how to stay compliant.
• Mistakes Investors Make with Self-Directed IRAs.
• How the SECURE Act 1.0 & 2.0 Affects Retirement Accounts.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


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