Most investors don’t realize they can use their IRA to participate in private real estate, equity, and alternative investments — without losing tax advantages.

  •  Nate Dodson — Securities Attorney, CEO of CrowdFunding Lawyers, and serial entrepreneur whose firms have helped close $10+ billion in capital transactions. Nate has trained over 1,000 capital raisers and built multiple seven-figure firms. He will break down compliance essentials for private offerings, syndications, and fund structures — and explain how Wall Street’s move toward Main Street is reshaping opportunities for Family Offices and high-net-worth investors.

  •  Kaaren Hall — Founder & CEO of UDirect IRA Services, author of Self-Directed IRA Investing: A BiggerPockets Guide, and a nationally recognized expert on retirement account strategies. Kaaren will share how to unlock the full potential of self-directed IRAs, what the IRS allows (and prohibits), and how investors can confidently diversify beyond Wall Street.

What You’ll Learn:

  •  Which investments qualify for IRA funding (and which don’t)

  •  The step-by-step process for opening and funding a self-directed IRA

  •  How to avoid prohibited transactions and IRS penalties

  •  Compliance guardrails that protect investors and sponsors

  •  The growth of private offerings, syndications, and fund-to-fund structures

  •  Real-world examples of investors successfully deploying retirement funds

Whether you’re an investor seeking to maximize your retirement account or a sponsor raising capital the right way, this session gives you the roadmap to invest smarter and stay compliant.

Paradyme