Feature 2021

14. Investing in Alternative Assets Through Self-Directed IRAs with Patrick Hagen

What else exists that you could be investing your dollars into, other than traditional investments?

How about a franchise, real-estate or even cryptocurrency?

In this episode, Malcolm Ethridge is joined by Patrick Hagen, national director of business development with Strata Trust. The duo discuss alternative investments through self-directed IRAs along with the advantages of using this investment tool and what it really means to be self-directed. 

Patrick discusses: 

  • What a self-directed IRA is and how it works
  • What you can invest in when you use a self-directed IRA
  • How a self-directed IRA is funded and how long it takes
  • The risks involved with using a self-directed IRA
  • And more

Connect With Patrick Hagen:

Connect With Malcolm Ethridge

About Our Guest:

Patrick serves as the National Director of Business Development for STRATA Trust Company, a self-directed IRA custodian that specializes in holding alternative assets for IRA investors. Clients use Strata Trust to invest their IRA funds into ‘alternative’ assets like private equity, real estate, precious metals and private debt. Patrick has been in the self-directed IRA space for over 16 years. He has been the top producer with each firm that he’s worked for.