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STRATA Trust Company Appears on the Compassionate Capitalist Podcast with Karen Rands

Karen Rands - Compassionate Capitalist Podcast

Tune in to hear our National Director of Business Development, Patrick Hagen, talk with Karen Rands on the Compassionate Capitalist podcast about how to use self-directed retirement accounts as an entrepreneur seeking investment capital or as an angel investing seeking better returns than offered through traditional stock exchange investing.   

Self-directed retirement accounts (Traditional IRA and ROTH) have long been used as a means to put retirement funds to work creating greater yield by investing in alternative assets, like 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. Patrick and Karen discuss this and more in the Compassionate Capitalist podcast.


About Karen Rands:

Karen Rands is a bestselling author, a nationally recognized expert on angel investing and the founder of the Compassionate Capitalist Movement. This show features conversations with business success experts, venture capitalists and venture catalysts, and leaders from the Angel Investor Community who provide insights on investing and wealth creation through entrepreneur business success. Subscribe and share this podcast to business owners and investors you know! Karen as an educator, author, investor and entrepreneur herself, has been involved in the early stage entrepreneur development and investor cultivation since 2001. When Karen speaks, people listen to what she has to say about creating wealth through entrepreneurship and private investment!

About Patrick Hagen:

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.

Tags: alternative investments, IRA, Roth IRA, Traditional IRA