Scale Your Retirement Portfolio with Expert Videos
Want to learn how to pay less in taxes like the wealthy do?
Horizon Trust’s video series and webinars are designed to educate clients and everyday people on the opportunities of using tax-advantaged accounts for investment.
Using a self-directed IRA or Solo 401(k), you can invest in alternative assets like real estate, private money lending, cryptocurrency, and so much more, using the tax advantages of a retirement plan. While it may require a little more patience, imagine the growth potential of a rental property that defers to paying capital gains taxes on its income until distribution.
Join Horizon Trust founder Greg Herlean and the rest of the team as they discuss little-known financial secrets, such as Becoming Your Own Banker (BYOB) with a whole life insurance policy or acquiring checkbook control in a self-directed IRA LLC. Videos also include special guests, such as Ryan Pineda and Kent Clothier, to discuss various investment strategies using real estate, crypto, gold, and much more!
* Horizon Trust Company is a passive custodian and, as such, only performs the duties of a custodian. It does not provide advice, sell investments, or offer any tax or legal advice.
Back to Basics: Understanding Self-Directing
How To Buy Bitcoin With Retirement Funds | Greg Herlean & Chris Kline
Self-Directing Precious Metals | Special Guest Jeremy Blossom
Strategies to Stop Overpaying in Taxes | Special Guest Steve Little
Proven Success. Trusted Leadership. Real Impact.
At Horizon Trust, we make it simple to open and manage a Self-Directed IRA, so you can take control of your retirement on your terms. Founded by Greg Herlean, who has overseen more than $1.3 billion in real estate transactions, Horizon Trust was built by someone who understands what self-directed investors need: personalized service, fast transactions, and a custodian that stays out of your way.
As seen on
Maximizing Investment Flexibility: A Look into Self-Directed Checkbook LLCs
Infinite Banking in Self Directing | Special Guest Chris Naugle
Unlock the Secrets of Self-Directed Investing with Greg Herlean! | Special Guests Dustin & Hannah
Greg Herlean | Investing in Precious Metals with a Self-Directed IRA
Greg Herlean On How To Unlock Tax Savings with Roth Conversions!
Live Q&A With The Horizon Trust Team!
Live Q&A With The Horizon Trust Team! | Episode 1
Live Training With Greg Herlean & Kent Clothier
Greg Herlean & Ryan Pineda | Exclusive Live Training!
Live Q&A With The Horizon Trust Team!
Unlocking $300K Profit in 18 Months: Self-Directed IRA Success Story
Greg Herlean | Investing in Precious Metals with a Self-Directed IRA
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