Coronavirus: Retirement Account Changes #690

This week's radio show and video guest is Kaaren Hall alongside Bruce and Aaron Norris. Kaaren is the CEO of uDirect IRA Services, and she's also a board member at the Retirement Industry Trust Association. She's here today to fill us in on what you can and can't do with your retirement accounts at these interesting times. 

Kaaren will be answering some of Bruce and Aaron's questions regarding the CARES Act and how it impacts retirement accounts.  Bruce and Aaron will also be answering their subscribers' questions and giving us an update on COVID-19, including the latest numbers, the Pandemic Unemployment Assistance, foreclosure evictions, property taxes, CRDs and more.   

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


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Radio Show

IRAs and CPAs with Amanda Han, Matthew MacFarland, and Kaaren Hall #661

On Friday, September 27, the Norris Group proudly presents its 12th annual award-winning black tie event I Survived Real Estate.  An incredible lineup of industry experts will join Bruce and Aaron Norris to discuss perplexing industry trends, head-scratching legislation, massive tech disruption, and opportunities emerging for real estate professionals. All proceeds from the event benefit Make A Wish and St. Jude Children's Research Hospital. This event is not possible without the generous help of the following platinum partners: the San Diego Creative Real Estate Investors Association, InvestClub, ThinkRealty, Coach Fullerton, Keller Williams Corona, PropertyRadar, the Apartment Owners Association, MVT Productions, and Realty411. Visit isurvivedrealestate.com for event information.

This week's radio show hosts are both Bruce and Aaron Norris. I Survived Real Estate is next week, and typically within three or four weeks after that, they have the annual Financial Tactics Breakfast. This is the ninth year, which is very difficult to believe, and it has become more popular over time. They started producing it on Amazon Prime. You can see past events that they've done, and it's by far the most sophisticated thing they do when it comes to estate planning.  Aaron always learns a ton. Today's guests on the show are Kaaren Hall of uDirect IRA. She is a longtime friend and board member at the Retirement Industry Trust Association. The Norris Group has an account with her. Joining her are Matt MacFarland and Amanda Han with Keystone CPA. They are real estate all-stars when it comes to CPAs and working with real estate investors.

In this segment, Bruce and Aaron will discuss with them their specialties of CPAs and IRAs, alternative assets in IRAs, retirement account money and whether it is bulletproof,  checkbook LLCs, the beneficiaries of last year's tax changes, plus much of what you will hear about at the Financial Tactics Breakfast in October. That and much more on the real estate radio show.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.

The Norris Group would like to thank its gold sponsors for supporting I Survived Real Estate: Coldwell Banker Town and Country, In A Day Development, Inland Valley Association of Realtors, Keystone CPA, Las Brisas Escrow, LA South REIA, Michael Ryan and Associates, NorcalREIA, NSDREI, Orange County Real Estate Investors, Pacific Premier Bank, Pasadena FIBI, Shenbaum Group, SJREI, Spinnaker Loans, South OC REIA, uDirect IRA Services, White House Catering, Wilson Investment Properties. See isurvivedrealestate.com for event information.


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Kaaren Hall Joins Bruce Norris on the Real Estate Radio Show #395

Bruce Norris is joined this week by Kaaren Hall.  Kaaren is the owner of uDirect IRA Services, a company that specializes in helping people understand what to do with their self-directed IRAs.  Kaaren utilizes her skill of mortgage banking, real estate, and property management to focus on this market and help others even in the midst of the recession that had gone by and collapsed the mortgage market.  Through her knowledge, she has educated tens of thousands on building wealth through IRAs and diversifying their investments. Bruce and Kaaren discuss different IRAs including ROTH, SEP, and traditional, how long IRAs have been in place, making contributions to your IRAs and when you can do business with them, the cutoff amounts for married and singles, groups of people allowed and disallowed from IRAs, and much, much more on this week's real estate radio show and podcast.




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