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Exploring Retirement Plans for Realtors

The life of a realtor can be exciting, but one thing you might miss from your previous 9-5 is access to an employer-sponsored retirement plan.

Get the Ultimate Retirement Plans for Realtors eBook!

The life of a realtor can be exciting, but one thing you might miss from your previous 9-5 is access to an employer-sponsored retirement plan.

Fortunately, several different retirement plans are perfectly suited for realtors and self-employed individuals, including SEP IRAs, self-directed IRAs, and more.

Self-directed plans are especially great for realtors as their intimate access to the real estate market makes it the perfect vehicle to invest in real estate while avoiding capital gains taxes.

This free ebook will walk you through each available retirement plan so you can decide which is right for your financial situation. Our staff also provides tips to help you save and budget for your lifestyle.

Don’t wait! Click the link below to download your free ebook and start planning your retirement path so that you can enjoy your golden years in luxury!

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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 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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