OC Business Journal

KAAREN HALL

UDIRECT IRA SERVICES

Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate and property management to use. The solution was an untapped market for both her skills and for investors—self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs.

She says, “Financial literacy is not taught in schools, but our future depends on understanding it. Only about 4% of U.S. investors have a self-directed IRA. Why? Because most investors and many advisors simply aren’t aware of it.”

For those raising capital, Self-Directed IRAs represent a way to tap into $35 trillion in retirement savings. “Alternative assets” is fast-growing asset class and asset sponsors all over the country are utilizing the SDIRA for their capital needs.

Because Self-Directed IRAs can have a dramatic impact on retirees’ quality of life, Hall brings her full passion to educating Americans about the little-known investment vehicle. Hall’s company, “uDirect” was founded in 2009 and has $500 million+ under management with account holders in every state in the U.S.

Learn more about Hall and her thriving company at uDirectIRA.com

WOMEN IN FINANCE

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2021-07-19T07:00:00.0000000Z

2021-07-19T07:00:00.0000000Z

https://ocbusinessjournal.pressreader.com/article/282621740727822

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