Kaaren Hall is the founder and CEO of uDirect IRA Services, a company she grew from nothing to about 1 billion dollars under management. On this episode, host Abel Pacheco and Kaaren break down how everyday investors move retirement money out of Wall Street and into real estate, notes, and private placements through a self directed IRA.
In this episode:
- What a self directed IRA actually lets you own: private equity and syndications, notes, tax liens, even precious metals, with private equity as the top asset class.
- "It puts the self in self directed." Nobody babysits this for you, so the diligence is yours. Log into your account every month and read the statement.
- Do your due diligence during the investment, not only before it, and run the SEC, FINRA, and NASAA background checks before you wire a dollar.
- Why the best time to start funding retirement was 10 years ago, and the second best time is today.
- Abel's own first passive deal: money from an old 401k rolled into a 100 plus door multifamily syndication.
Abel Pacheco is a San Antonio real estate operator who went from 8 single family houses to a share of roughly 1,500 apartment doors, and now works as a fractional Chief AI Officer helping small and mid sized businesses put the back office on autopilot.
Go deeper and connect: