Strategies to Connect with IRA Investors

Please join our host, Attorney Kim Lisa Taylor, while she explores the intricacies of allowing self-directed IRA investors in your Syndicate. Our special guest is our friend, Kaaren Hall of UDirect IRA. Kaaren is a thought leader in the self-directed 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 self-directed 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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