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

Speak with a Retirement Specialist

Schedule a quick 15-minute discovery call and get straightforward guidance with no pressure and no commitment.

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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Take Control of Your Retirement Investments

Enter your details below to learn how a Self-Directed IRA works and whether it’s the right structure for your retirement strategy.

5-Star Rated Custodian

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L Brown
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Valerie was amazing! If y’all weren’t so busy, I would call back just to visit!
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R Bush
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Taddie was super helpful today and she was able to resolve all of my questions and issues in one call - fantastic!
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L Randall
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Valerie was especially helpful waking me through the steps necessary to get into the portal and then to access a particular document. Very helpful, pleasant interaction.
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K Freitas
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Fantastic service! Dana was wonderful and is passionate about what she does. She highly cares for her customers. I felt valued and trusted her expertise.
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C Matellan
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I want to sincerely thank Jessie and Dana for the excellent service they provided. They smoothly walked me through the entire process, truly held my hand every step of the way, and patiently answered all of my questions—and I had a lot! Their knowledge was impeccable, and their support made everything easy and stress-free. I would highly recommend Horizon Trust to anyone. Thank you!
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M P.
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Robert answered all of my questions perfectly!
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R Spennato
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Great experience with Amber, Mercie so far! Buttoned up with great communication and follow up…
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A Thompson
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The team members at Horizon Trust Company are prompt in responding to questions. I've had a great experience with their customer service.
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S Han
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Great company to work with! Amazing team and they went above and beyond to help me understand the SDIRA process. My friends are now using Horizon as well so we can invest in more real estate opportunities that we couldn't get into with old 401ks.
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