Please join our host, Attorney Kim Lisa Taylor, while she explores the intricacies of allowing selfdirected IRA investors in your Syndicate. Our special guest is our friend, Kaaren Hall of UDirect IRA. Kaaren is a thought leader in the selfdirected IRA space, on both the marketing and legislative fronts. We also ask her to share some of her marketing secrets (so you can use them to meet your own investors), as she is one of the most effective marketers we know.

Episode at a glance:

The difference between a retirement account and a selfdirected IRA
The benefits of investing with an IRA
Red flags that could prevent a custodian from releasing an investor’s funds to a Syndicate
What is UBIT and how does it affect an IRA Investor?

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