The Investment Opportunity Wall Street Has Been Hiding

Описание: Kaaren Hall breaks down how to build wealth faster using tax-advantaged accounts—and how to apply the rules correctly. You’ll learn why Roth IRAs can deliver tax-free growth and withdrawals (including conversions, the 5-year rule, and age 59½), why tax-free or tax-deferred investing compounds significantly more over decades, and how to think about inflation as a structural force you can position for—not just endure.

The episode covers real-world strategies beyond Wall Street, including how self-directed IRAs can fund Main Street businesses, and why a Solo 401(k) can be a powerful tool for solopreneurs and spouse-owned businesses with high contribution limits and meaningful tax deductions.

Watch the Full Episode: What Wall Street Hopes You Never Learn About Your Retirement with Kaaren Hall ▶️   • Wall Street's Biggest Fear? Main Street Fi...  

Kaaren Hall is a self-directed retirement and alternative investing expert, entrepreneur, and the Founder & CEO of uDirect IRA Services, a leading provider of self-directed IRA accounts based in Irvine, California. With 20+ years of experience spanning mortgage banking, real estate, and property management, she’s known for helping investors take greater control of retirement funds by using tax-advantaged structures to invest beyond traditional Wall Street assets—including real estate and private lending.
Kaaren is also the author of The BiggerPockets Guide to Self-Directed IRA Investing, a practical resource for building retirement wealth with compliant, strategy-driven alternative investments. Her work has been featured across real estate and investing platforms, and she is recognized for translating complex IRA rules into clear, actionable guidance for investors seeking diversification, tax efficiency, and long-term financial independence.
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