Episode 14 - Investing in Alternative Assets Through a Self-Directed IRA

In this episode, Malcolm Ethridge sits down with Patrick Hagen, National Director at Strata Trust, as they discuss the nuances of investing in alternative assets using a self-directed IRA. Patrick educates Malcolm on all of the different types of investments that are available to retirement account holders above and beyond the stock and bond mutual funds that are typically thought of when investing retirement savings.

The pair shed light on what self-directed IRAs are and how they work, what you can and can’t use a self-directed IRA to invest in, how to keep from running afoul of the IRS, and how a self-directed IRA is funded. Listen to this episode to learn what options are available to you to diversify your retirement holdings and incorporate some non-correlated alternatives into your portfolio.

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