Penalty-Free Investing: Learn the Rules of Self-Directed Investing
Avoid costly tax penalties by familiarizing yourself with IRS rules in this exclusive investor’s ebook.
Get the Ultimate Self-Directed IRA Rulebook!
The investor’s eBook takes self-directed IRAs beyond account basics and dives into the nitty gritty of self-directed IRA rules so you can learn what to avoid.
Plus, this eBook will provide you with common examples of penalties many clients inadvertently break so you can invest penalty-free and continue to stack up cash.
After reading this free guide, you will be investing with more intelligence and confidence.
Some important rules discussed in this free guide include:
- Prohibited Transactions
- Disqualified Persons
- Restricted Investments
- Contribution Limits
- Early Withdrawal Penalties
- Personal Benefit Rules
- Tax Responsibilities
- Calculating Your FMV
- Unrelated Business Taxable Income (UBTI)
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
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Your Future, Backed by Our Track Record
Trusted by investors nationwide to take control of their retirement through Self-Directed IRAs.
Helping clients grow and protect wealth across real estate, crypto, and private investments.