Self Directed Retirement Accounts (IRA and ROTH) have long been used as a means to put retirement funds to work creating greater yield by investing in Real Estate. Earnings and Capital Gains go back into the retirement account tax free or tax deferred, depending on the structure. It is not common knowledge that this is possible for investing in startups and growth stage companies offering shares in exchange for investment capital.
In fact this one of the 'Inside Secrets' Karen covers in her book Inside Secrets to Angel Investing. Tune in to hear how to use this as an entrepreneur seeking investment capital or as an angel investing seeking better returns than offered through traditional stock exchange investing.
Patrick Hagen is the National Director of Business Development for STRATA Trust Company, a self-directed IRA custodian that specializes in holding alternative assets for IRA/401(k) account holders. Patrick has 16 years of experience in the self-directed IRA industry and has worked with thousands of self-directed IRA clients. He is extremely well versed in self-directed retirement plans and enjoys using his extensive, hands-on experience in the field to help investors understand their retirement plan investment options and the corresponding IRC rules and regulations. He works with all types of self-directed IRAs investors; however, his primary focus is working within the private placement space. He works closely with a network of private equity firms, attorneys and private placement investors.
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