How To Profit By Accepting IRA Investors In Your Syndicate With Kaaren Hall
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?
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At Syndication Attorneys LLC, we are committed to your success – book a consultation with one of our team members today!
★★★★★
"Very useful, no-fluff knowledge!!!!"
Kim Lisa Taylor explains in simple language all the concepts of Syndicating a deal and do it right!!! She and her team members are true professionals. She has prepared over 26 PPM & Docs offerings for me and my companies. I highly recommend her services‼️‼️‼️🙌🙌 Thank You! Kim.
Vinney Smile Chopra
CEO of MONEIL Investment Group
★★★★★
"Kim is phenomenal and highly qualified"
Kim Lisa Taylor is amazing at what she does: representing her clients and holding the highest fiduciary interest for her endeavors. A phenomenal and well educated individual, I recommend anyone to look into her podcast and legal services seriously!
Apple Podcast Listener
★★★★★
"Great info!"
Attorney Taylor provides excellent information that even seasoned capital raisers tend to overlook or need a refresher on. In fact, the semi specified offerings are another way for structure that I will be looking into. Thanks Kim! These pods are great!
Kevin Dureiko
Principle Fund Manager at BirchDobson.com
Are you ready to raise private capital?
At Syndication Attorneys LLC, we are committed to your success – book a consultation with one of our team members today!