Ep56: Invest, Diversify, Retire | How To Boost Your IRA Returns - Dana Udumulla
Financial autonomy meets retirement savings in today’s episode featuring Dana Udumulla as we dive into the dynamic world of self-directed individual retirement accounts. Tune in to discover how to transfer your 401k into a self-directed IRA, along...
Financial autonomy meets retirement savings in today’s episode featuring Dana Udumulla as we dive into the dynamic world of self-directed individual retirement accounts. Tune in to discover how to transfer your 401k into a self-directed IRA, along with the importance of reflecting, researching, and having a clear sense of your retirement goals in securing your financial future.
Key Takeaways To Listen For
- Madison Trust Company: Their services and the advantages of working with them
- How to use your self-directed IRA to invest in real estate
- What is UBIT and why do investors need to be aware of it
- Alternative ways to fund your retirement savings account
- Reasons you should invest in a self-directed IRA vs. a traditional IRA
- How do you keep track of your IRA-funded investments?
Resources/Links Mentioned In This Episode
- Charles Schwab
- Fidelity Investments
- Merrill Lynch
- Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Audiobook, and Paperback
About Dana Udumulla
Dana Udumulla is an investment manager at Madison Trust Company, specializing in alternative investments and self-directed IRAs with a portfolio exceeding $4 billion. She joined the company in February 2020, and as the manager of the Investments and Compliance Department, she is dedicated to improving departmental procedures, streamlining investment processes, and exploring innovative ventures. Furthermore, Dana holds a Master of Science in Financial Analysis from Rutgers University and a Bachelor's degree in Finance from Ramapo College of New Jersey.
Connect with Dana
- Website: Madison Trust Company
- LinkedIn: Dana Udumulla
- Mobile Number: 845-400-8454
Connect With Us
If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.
Follow Keith’s social media pages
- LinkedIn: Keith Borie
- Investor Club: Secret Passive Cashflow Investors Club
- Facebook: Keith Borie
- X: @BoboLlc80554
