Did you know there’s more than $40 trillion sitting in U.S. retirement accounts — most of which could be invested in real estate? In this episode, Michael Blank chats with Karen Hall, Founder of uDirect IRA and author of The BiggerPockets Guide to Self-Directed IRA Investing, to break down the rules, tax implications, and best practices that allow investors to use their retirement funds to participate in real estate syndications. Whether you're a GP raising capital or an LP investing passively, this conversation will help you unlock one of the biggest capital sources in the world.Key Takeaways: <ul><li>There is $40 trillion in retirement accounts — a huge capital pool most investors overlook. </li><li>Self-directed IRAs can invest in syndications, rentals, notes, crypto, precious metals, and more. </li><li>The IRS has prohibited transaction rules — keep investments arm’s length to avoid penalties. </li><li>UBIT/UDFI taxes can apply when leverage is involved — tax advisors are essential. </li><li>A solo 401(k) can reduce some debt-related tax exposure. </li><li>Recent laws may allow employer 401(k)s to include alternative investment funds, opening the door wider. </li><li>Always ask investors: “Do you have retirement funds?” — because most won’t think of it themselves.</li></ul> <h3>Connect with Michael</h3><a href="https://www.facebook.com/themichaelblank" rel="noopener noreferrer" target="_blank">Facebook</a><a href="https://www.instagram.com/themichaelblank/" rel="noopener noreferrer" target="_blank">Instagram</a><a href="https://www.youtube.com/themichaelblank?sub_confirmation=1" rel="noopener noreferrer" target="_blank">YouTube</a><a href="https://www.tiktok.com/@themichaelblank" rel="noopener noreferrer" target="_blank">TikTok</a><h3>Resources</h3><a href="http://thefreedompodcast.com/" rel="noopener noreferrer" target="_blank">TheFreedomPodcast.com&nbsp;</a><a href="https://apartments101.co/" rel="noopener noreferrer" target="_blank">Access the #1 FREE Apartment Investing Course (Apartments 101)</a><a href="https://call.themichaelblank.com/clarity" rel="noopener noreferrer" target="_blank">Schedule a Free Strategy Session with Michael's Team of Advisors</a><a href="https://themichaelblank.com/mentor/" rel="noopener noreferrer" target="_blank">Explore Michael’s Mentoring Program</a><a href="https://nighthawkequity.com/invest-now/" rel="noopener noreferrer" target="_blank">Join the Nighthawk Equity Investor Club</a><a href="https://podcasts.apple.com/us/podcast/financial-freedom-with-real-estate-investing/id848693430" rel="noopener noreferrer" target="_blank">Review the Podcast on Apple Podcasts</a><a href="https://themichaelblank.com/syndicated-deal-analyzer/" rel="noopener noreferrer" target="_blank">Syndicated Deal Analyzer</a><a href="https://www.amazon.com/kindle-dbs/entity/author/B07GJRH6WL" rel="noopener noreferrer" target="_blank">Get the Book, Financial Freedom with Real Estate Investing by Michael Blank</a>&nbsp;For full episode show notes visit: https://themichaelblank.com/podcasts/session498/

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MB498: Unlock the $40 Trillion Secret Hiding in Retirement Accounts - With Kaaren Hall

Financial Freedom with Real Estate Investing

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