Plan Today. Retire on Your Terms.
Retirement should be liberating, not stressful.
Download your free copy today and start building the retirement you deserve.
Yet many Americans worry about having enough savings to maintain their lifestyle. With over 60% of adults holding tax-advantaged retirement accounts, planning early is key to financial security.
This free checklist gives you step-by-step guidance so you can confidently prepare for the future, whether you’re 10 years out or approaching retirement.
Inside this guide, you’ll learn how to:
- Maximize Retirement Accounts – Open and contribute to IRAs, 401(k)s, and self-directed accounts to take full advantage of tax benefits and compound growth.
- Build a Retirement Budget – Estimate your expenses and create a plan to fund housing, healthcare, travel, and everyday costs.
- Build a Retirement Budget – Estimate your expenses and create a plan to fund housing, healthcare, travel, and everyday costs.
- Make Smart Investment Choices – Diversify your portfolio with traditional and alternative assets to protect and grow your savings.
-
Finalize Your Retirement Plan – Prepare for required minimum distributions, Social Security, and other income streams to ensure a smooth transition.
Whether you’re planning ahead or considering a withdrawal now, this guide helps you avoid costly missteps and use your Roth IRA for more than just your retirement.
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
5-Star Rated Custodian
Posted on Google![]()
L BrownTrustindex verifies that the original source of the review is Google.
Valerie was amazing! If y’all weren’t so busy, I would call back just to visit!Posted on Google![]()
R BushTrustindex verifies that the original source of the review is Google.
Taddie was super helpful today and she was able to resolve all of my questions and issues in one call - fantastic!Posted on Google![]()
L RandallTrustindex verifies that the original source of the review is Google.
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.Posted on Google![]()
K FreitasTrustindex verifies that the original source of the review is Google.
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.Posted on Google![]()
C MatellanTrustindex verifies that the original source of the review is Google.
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!Posted on Google![]()
M P.Trustindex verifies that the original source of the review is Google.
Robert answered all of my questions perfectly!Posted on Google![]()
R SpennatoTrustindex verifies that the original source of the review is Google.
Great experience with Amber, Mercie so far! Buttoned up with great communication and follow up…Posted on Google![]()
A ThompsonTrustindex verifies that the original source of the review is Google.
The team members at Horizon Trust Company are prompt in responding to questions. I've had a great experience with their customer service.Posted on Google![]()
S HanTrustindex verifies that the original source of the review is Google.
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.Verified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
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.