Free Guide: The Basics of Self-Directed IRA Accounts
Unlock the power of tax-advantaged wealth through alternative investing
Most people do not realize how much control they can have over their retirement money. Traditional plans limit you to stocks and funds that rise and fall without your say. When I discovered the power of self-directed IRAs, everything changed. I gained access to real assets. I gained flexibility. I gained the ability to build wealth the way I wanted.
Today I teach investors how to use these accounts to create long-term, tax-efficient growth that supports their goals and protects their families.
If you want to understand exactly how SDIRAs work, how they differ from traditional IRAs, and how to use them responsibly, this guide will help you get started.
Download my free SDIRA Account Basics Guide and learn the fundamentals that every investor should know before opening a self-directed IRA.
- How SDIRAs Work: Understand how self-directed IRAs are structured and why they allow more freedom than standard retirement plans.
- What You Can Invest In: Learn the alternative assets that SDIRAs allow, including real estate, private lending, tax liens, private equity, cryptocurrency and more.
- How SDIRAs Are Taxed: See how tax-deferred and tax-free growth can accelerate wealth over time.
- The Rules You Must Follow: Avoid common mistakes by learning the IRS requirements, disqualified person rules and prohibited transactions.
- How to Keep Your Account Compliant: Learn simple steps to stay aligned with SDIRA regulations so you protect your tax advantages.
Why I Created This Guide
I have managed over 1.4 billion dollars in real estate and financial transactions. I have flipped hundreds of homes and completed large-scale multifamily projects. These wins were possible because I learned how to use retirement accounts strategically.
I founded Horizon Trust in 2011 to help investors gain the same access I did. Today my focus is teaching people how to use SDIRAs for long-term wealth, tax efficiency, and legacy planning.
This guide gives you the foundation you need to move forward with clarity and confidence.
Take Control of Your Retirement
Your retirement funds should work as hard as you do. When you understand how SDIRAs function, you gain the ability to build wealth in ways most people never discover.
Download the free SDIRA Account Basics Guide and start exploring the asset classes and tax strategies that can shape your financial future.
Get the PDF. Read it this weekend. Then schedule a 15-minute call with my team at Horizon Trust to see if this path is right for you.
Why I Created This Guide
I have managed over 1.4 billion dollars in real estate and financial transactions. I have flipped hundreds of homes and completed large-scale multifamily projects. These wins were possible because I learned how to use retirement accounts strategically.
I founded Horizon Trust in 2011 to help investors gain the same access I did. Today my focus is teaching people how to use SDIRAs for long-term wealth, tax efficiency, and legacy planning.
This guide gives you the foundation you need to move forward with clarity and confidence.
Take Control of Your Retirement
Your retirement funds should work as hard as you do. When you understand how SDIRAs function, you gain the ability to build wealth in ways most people never discover.
Download the free SDIRA Account Basics Guide and start exploring the asset classes and tax strategies that can shape your financial future.
Get the PDF. Read it this weekend. Then schedule a 15-minute call with my team at Horizon Trust to see if this path is right for you.