Special Contribution by Kaaren Hall, CEO | uDirect IRA Services In this article I’m going to discuss a few reasons why Sections 138312 and 138314 of the House reconciliation bill (released September 13th) threatens the investment choices of an approximate 3 Million Self-Directed IRA investors in Continue Reading
A Hidden Wealth-Building Tool Every Investor Should Know About
If you already have a million dollars set aside for your retirement years - a figure most experts recommend as a goal - you’re not the norm. According to 2013 data from the Economic Policy Institute (EPI), individuals living on the cusp of retirement age (in their 50s and 60s) are well behind Continue Reading
Retirement Savings – History & Trends
By Kaaren Hall “The retirement crisis is the largest and most urgent global crisis we face today.” The world’s most respected economists and financial analysts believe the pending retirement crisis is of paramount importance. So how did we land here? How have retirement plans evolved over the Continue Reading
Self-Directed IRAs – What’s New?
By Kaaren Hall, CEO, uDirect IRA Services Recently I returned from the Fall Conference for the Retirement Industry Trust Association with some news about Self-Directed IRAs. More Retirement Savings For over 40 years you’ve been able to invest your retirement savings outside of the Stock Continue Reading
The Self-Directed IRA Card that Changes DYNAMICS in Investing
Interview by Tim Houghten Ever wished self-direct-ed IRA investing was simpler for you and those you work with? Wished that all the net return and tax advantages of investing through an IRA where as easy to wield, and as comfortable as having cash in your pocket, swiping a card, or making online Continue Reading
Retire Wealthy with IRA Investing
By Stephanie B. Mojica Self-directed individual retirement accounts or IRAs are rapidly growing in popularity, but experts warn that it is important to only get into such an investment with proper education and professional guidance. Kaaren Hall, owner of uDirect IRA Services in Orange County, Continue Reading
