Fan Favorite Replay

What if your retirement account could do more than sit in the stock market? What if it could help you flip properties, earn passive income, or fund private loans backed by real estate? And what if the key to accelerating your wealth was already in an IRA or old 401(k) you control? This fan-favorite episode returns by popular demand to break down how self-directed IRAs really work and how investors use them strategically to build long-term financial freedom.

In this fan-favorite replay of the REI Freedom Podcast, host Jeremy Beland sits down with Karen Hall, founder and CEO of U Direct IRA Services, to demystify self-directed IRAs and their role in real estate investing. Karen shares her unconventional journey from radio announcer to real estate and retirement expert, and explains how investors can use self-directed IRAs to fund deals, protect their retirement capital, and expand beyond traditional investments.

Key Topics Covered

• What a self-directed IRA is and how it differs from traditional IRAs and 401(k)s
• How to set up and fund a self-directed IRA step by step
• Using self-directed IRAs for real estate, including flips, rentals, and private lending
• Common misconceptions and costly mistakes investors should avoid
• Why due diligence and working with a knowledgeable account representative matter
• Tax considerations such as UDFI and the use of non-recourse loans
• Creative ways to deploy smaller IRA balances effectively
• The role of education, networking, and continuous learning in real estate success

Connect with Karen Hall

• Website: udirectira.com

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