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Empower Your Investment Strategy: Understanding the Tax Requirements for Your Self-Directed IRA

The free ebook walks you through all of your end-of-year tax requirements, including Form 5498, UBIT, and more!

Get the Ultimate Self-Directed Tax Lien Investing eBook!

There is really no better retirement option on the market than a Solo 401(k). Designed for small business owners and contractors with no employees, Solo 401(k)s offer high contribution limits, options for Roth or Traditional tax structures, and the ability to invest in alternative assets.

Did we also mention that you can take out a loan from your Solo 401(k)?

Plus, we’ll stack up the benefits of a Solo 401(k) against a self-directed IRA side-by-side so you can decide which one is right for you and your spouse! Click the link below to get your free guide and see if a Solo 401(k) is right for you!

This ebook will walk you through all of the tax-time reporting requirements between you and your custodian, including:

  • Form 5498
  • How to report the Fair Market Value of your assets
  • Handling and avoiding UBIT
  • Tax considerations for checkbook LLCs
  • Loan Options

Plus, we’ll list every form you may be responsible for if you own an SDIRA and make special investments. 

Fill out the form to reserve your copy today!

Download the Ebook

The Horizon Trust Advantage

Easy-to-Use Financial Portal

  • Total control over your investment decisions
  • Ability to access alternative assets like real estate and crypto
  • Industry-leading financial account portal
  • Transactional-free pricing

Educational Resources

  • Self-Directed: Self-Made Success book
  • Dozens of account forms and disclosures
  • Investment blog with the latest insights
  • Educational newsletter with the latest investment trends
  • Investment Corner

Multiple Account Options

  • Roth SDIRA
  • Traditional SDIRA
  • SEP SDIRA
  • SIMPLE SDIRA
  • Individual 401(k)
  • HSA
  • CESA
Download the Ebook

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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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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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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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Robert answered all of my questions perfectly!
  
 
  
 
 
 
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Great experience with Amber, Mercie so far! Buttoned up with great communication and follow up…
  
 
  
 
 
 
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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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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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