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All Forum Posts by: Kaaren Hall

Kaaren Hall has started 25 posts and replied 73 times.

Post: Self-Directed IRA Workshop - July 2024

Kaaren Hall
Tax & Financial Services
Pro Member
Posted
  • Financial Advisor
  • Irvine, CA
  • Posts 79
  • Votes 39

Discover the pathway to empowered retirement planning with uDirect IRA Services' Self-Directed IRA Workshop! Mark your calendars for July 10, 2024, as we invite you to join us at Noon Pacific Time via Zoom for an enriching session at absolutely no cost.

Post: Non-Performing Note Investing

Kaaren Hall
Tax & Financial Services
Pro Member
Posted
  • Financial Advisor
  • Irvine, CA
  • Posts 79
  • Votes 39

Post: "Leveraging Self-Directed IRAs and Infinite Banking for Long-Term Wealth Growth"

Kaaren Hall
Tax & Financial Services
Pro Member
Posted
  • Financial Advisor
  • Irvine, CA
  • Posts 79
  • Votes 39

Join Patrick Grimes, Erica Neal and uDirect IRA Services May 29th for "Leveraging Self-Directed IRAs and Infinite Banking for Long-Term Wealth Growth" - Register today!
https://passiveinvestingmastery.com/kaaren_hall

Post: RE Investing With Your SDIRA the RIGHT way!

Kaaren Hall
Tax & Financial Services
Pro Member
Posted
  • Financial Advisor
  • Irvine, CA
  • Posts 79
  • Votes 39

Post: Self-Directed IRA Workshop

Kaaren Hall
Tax & Financial Services
Pro Member
Posted
  • Financial Advisor
  • Irvine, CA
  • Posts 79
  • Votes 39

Mark your calendars for July 10, 2024, as we invite you to join us at Noon Pacific Time via Zoom for an enriching session at absolutely no cost. Delve into the fundamental aspects of self-directed retirement accounts and their alignment with your financial aspirations. Led by our seasoned experts at uDirect, this workshop delivers a comprehensive exploration, covering everything from the initiation of your self-directed IRA to adeptly navigating through IRS regulations.

Post: Maximize Your Retirement: The Ultimate Guide to SDIRAs

Kaaren Hall
Tax & Financial Services
Pro Member
Posted
  • Financial Advisor
  • Irvine, CA
  • Posts 79
  • Votes 39

Hi Drew - uDirect will accept the section 8 tenant's rent check so long as the payee is correctly indicated. If you want to email me we can discuss offline. Our annual fee is $275. ~Kaaren info at uDirect IRA . com

Post: Self-Directed IRA Workshop

Kaaren Hall
Tax & Financial Services
Pro Member
Posted
  • Financial Advisor
  • Irvine, CA
  • Posts 79
  • Votes 39

Take charge of your retirement journey with uDirect IRA Services' Self-Directed IRA Workshop! Join us on Wednesday, May 8, 2024, at Noon Pacific Time via Zoom for an enlightening session completely free of charge. Discover the key elements of self-directed retirement accounts and how they can align with your financial objectives. Ask all your SDIRA questions!

Post: Self-Directed IRA Workshop

Kaaren Hall
Tax & Financial Services
Pro Member
Posted
  • Financial Advisor
  • Irvine, CA
  • Posts 79
  • Votes 39

Take charge of your retirement journey with uDirect IRA Services' Self-Directed IRA Workshop! Join us on Wednesday, May 8, 2024, at Noon Pacific Time via Zoom for an enlightening session completely free of charge. Discover the key elements of self-directed retirement accounts and how they can align with your financial objectives. Ask all your SDIRA questions!

Post: Self-Directed IRA Workshop

Kaaren Hall
Tax & Financial Services
Pro Member
Posted
  • Financial Advisor
  • Irvine, CA
  • Posts 79
  • Votes 39

Join us on Wednesday, March 13, 2024 at Noon Pacific Time for a Self-Directed IRA Workshop. All your questions will be answered.

This workshop will be hosted on Zoom and is completely free to attend. During this session, you'll have the chance to learn about the five key aspects of self-directed retirement accounts and how they can benefit you.

uDirect will answer any questions you may have about self-directed IRAs, including how to set one up, what types of investments are allowed, and how to ensure compliance with IRS regulations. Whether you're a seasoned investor or just getting started, this workshop is sure to provide valuable insights into how you can take control of your retirement savings.
https://us02web.zoom.us/meeting/register/tZcqcOuupz4qHN0m0fg...

Post: Real Estate - Combining life, careers and impact

Kaaren Hall
Tax & Financial Services
Pro Member
Posted
  • Financial Advisor
  • Irvine, CA
  • Posts 79
  • Votes 39

Join OCREIA (Orange County Real Estate Association) as Founder of Lark Capital Group and Experienced Multifamily Real Estate Investor Jason Balara talks about finding life balance and purpose.

As a life long real estate investor and veterinary surgeon for 15 years, Jason Balera was looking for a way to scale his real estate portfolio and find ways to increase passive income. Along comes real estate syndication but that wasn’t enough. When the economy shifted and challenges arose, he turned to his why and to creating impact to keep moving forward.

Jason's Bio:

Vet surgeon, father, RE investor and podcast host working to help people live a life of financial freedom. It comes down to one thing "Know Your Why".