CTG EPISODE 13| TAKE CONTROL OF YOUR RETIREMENT WITH UDIRECT IRA, BACKDOOR ROTH IRA, RETIREMENT LOOPHOLES YOU NEVER NEW EXISTED | Kaaren Hall

`Featuring- Self Directed IRA

Host- Tyler Wynn ( https://www.instagram.com/wynningteam757/?hl=en )

CoHost - Kim Pimento ( https://www.instagram.com/kimpimento_realtor/?hl=en )
Intro – Tyler  

                   Karen – self directing IRA  ( https://www.instagram.com/udirectiraservices/?hl=en )

MUSIC  featuring- KING REYNARD https://www.instagram.com/kingreynard11/?hl=en
MORE ABOUT US - https://linktr.ee/Wynningteam757
Interview 

Tyler

·       What’s your backstory? 

·       What made you want to get into the finance world?

·       Is this something you had ever seen yourself doing?

·       Can you explain what an IRA vs a self directed IRA?

o   What can you invest in?

o   Rules or regulations for using it?

o   How does it differ from a 401k?

o   How can someone set one up?

·        (Add in any additional questions that come up and flow with the conversation)

Kim

·       How do you take the title when purchasing the properties?

·       Can you leave the self directed IRA to your beneficiaries?

·       How many people can be involved n the ownership? 

Wrap up – Tyler

·       Best advice for anyone starting out 

·       Now tell us where we can find you (I.e.: Instagram, website, etc.)



*****DISCLAIMER****
I AM NOT A CPA, ATTORNEY, INSURANCE, CONTRACTOR, LENDER, OR FINANCIAL ADVISOR. THE CONTENT IN THESE  VIDEOS SHALL NOT BE CONSTRUED AS TAX, LEGAL,INSURANCE, CONSTRUCTION, ENGINEERING, HEALTH OR SAFETY, ELECTRICAL, FINANCIAL ADVICE, OR OTHER AND MAY BE OUTDATED OR INACCURATE; IT IS YOUR RESPONSIBILITY TO VERIFY ALL INFORMATION YOURSELF. THIS IS A PODCAST AND YOUTUBE VIDEO FOR ENTERTAINMENT PURPOSES ONLY

LETS CONNECT!! TEXT (757) 367-8767