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Raise Capital Legally

How To Profit By Accepting IRA Investors In Your Syndicate

Mar 28, 2024
Kaaren Hall, a thought leader in the self-directed IRA space, shares insights on the benefits of investing with an IRA and red flags to watch out for. The discussion covers the difference between retirement accounts and self-directed IRAs, the impact of UBIT on IRA investors, and how to navigate complexities when incorporating IRA investors into syndicates.
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Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Self-directed IRAs offer tax benefits and access to alternative assets like syndications, empowering average investors.
  • Understanding and avoiding prohibited transactions is vital to preserving the tax advantages of self-directed IRAs.

Deep dives

Benefits of Investing through Self-Directed IRAs

Investing through self-directed IRAs provides tax benefits, such as tax-free or tax-deferred growth. This allows individuals to control their investments and invest in alternative assets, like syndications. Unlike traditional brokerage accounts, self-directed IRAs offer lower fees and enable average investors to access investment opportunities previously limited to wealthier individuals.

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