Retirement Funds Unchained: How to Use Your IRA in Private Investments & Stay Compliant
Paradyme Companies
01:03:57
Most investors don’t realize they can use their IRA to participate in private real estate, equity, and alternative investments — without losing tax advantages.
On September 30th at 2PM PST, join Paradyme Founder & Chairman Ryan Garland for an exclusive live webinar featuring our securities attorney:
• 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.
Speakers
Ryan Garland
Founder & Chairman, Paradyme Companies
Ryan Garland is the Founder and Chairman of Paradyme Companies, a vertically integrated private equity and real estate investment firm specializing in institutional-grade developments. As a pioneer and innovative developer, Ryan has redefined luxury storage and lifestyle investment through projects like Barn Caves, earning him the title of the #1 Man Cave Developer in the country.
With over $3 billion in debt and equity transactions and management of a $100 million debt fund, Ryan leads Paradyme’s mission to bridge the gap between traditional real estate and sophisticated family office strategies. His forward-thinking approach to design, financing, and investor relations continues to shape the future of private equity real estate and family office culture across the U.S.
Nate Dodson
Securities Attorney, CEO of CrowdFunding Lawyers
Nate Dodson is a securities attorney, entrepreneur, and CEO of CrowdFunding Lawyers, one of the largest securities syndication firms in the U.S. His law firms have helped close $10+ billion in capital transactions across real estate, investment funds, and business ventures.
With over 20 years of experience, Nate has built and acquired multiple businesses in law, marketing, and technology, and has trained more than 1,000 capital raisers — helping many grow into multi-millionaires. Today, through CrowdFunding Lawyers and the Investor Attraction Academy, he combines legal expertise with entrepreneurial strategy to help clients raise capital, stay compliant, and achieve long-term success.
Kaaren Hall
Founder & CEO of uDirect IRA Services, LLC
Kaaren Hall is the Founder & CEO of uDirect IRA Services, LLC, a leader in self-directed IRAs since 2009. With over 20 years of experience in real estate, lending, and retirement accounts, she has helped thousands of investors take control of their retirement funds and diversify into alternative assets such as real estate, private lending, and precious metals.
A nationally recognized expert, Kaaren has spoken at major industry events including BiggerPockets’ BPCON, and is the author of Self-Directed IRA Investing: A BiggerPockets Guide. She also serves on the boards of RITA (Retirement Industry Trust Association) and the Council on Aging Southern California, continuing her mission to educate and empower investors.
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Retirement Funds Unchained: How to Use Your IRA in Private Investments & Stay Compliant
01:03:57