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How To Profit By Accepting IRA Investors In Your Syndicate
Manage episode 409195421 series 2874308
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?
📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/
🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation
👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/n8dRw2j74Pg
80 episoder
Manage episode 409195421 series 2874308
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?
📚 Get one of our #1 Amazon best-selling books on capital Raising shipped to your house – totally free! Click this link to claim: https://syndicationattorneys.com/free-book/
🗓️ Book a free 30 minute consultation with one of our business development team: https://syndicationattorneys.com/consultation
👀 Watch this episode through our YouTube Channel. Click here: https://youtu.be/n8dRw2j74Pg
80 episoder
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