Live QampA With The Horizon Trust Team September 3 2024

>> YOUR LINK HERE: ___ http://youtube.com/watch?v=QxsNorkwW98

Welcome to another insightful session from Horizon Trust, where we dive deep into the strategies you can use to secure and grow your retirement savings. As we all know, retirement planning is about making informed decisions, and today’s discussion focuses on two powerful tools: checkbook LLCs and self-directed IRAs. • At Horizon Trust, we’re passionate about helping you take control of your financial future, and in this session, we’ll cover some key tactics to optimize your retirement plans: • Combining IRAs and 401(k)s: Learn how you can merge your retirement accounts for greater investment flexibility and control. • Maximizing Solo 401(k)s: We'll explain the value of adding spouses as owners for solo 401(k)s and break down the maximum contribution limits to help you get the most out of your plan. • Understanding Roth IRAs: We'll clear up the confusion around required minimum distributions (RMDs)—you’ll be pleased to know Roth IRAs don't require them! Plus, we'll discuss tax strategies, including how taxes can be withheld at the time of withdrawal. • Alternative Investments: Did you know your self-directed IRA can hold more than just stocks and bonds? We’ll walk you through options and how to transfer these and other existing assets to Horizon Trust to diversify your portfolio. • Non-Recourse Loans: We’ll also discuss non-recourse loans and which banks support these unique lending options, allowing you to leverage your assets for even greater growth potential without personal liability. • This session is designed to give you the knowledge and confidence to take full control of your retirement strategy. Whether you’re just getting started or looking to fine-tune your approach, Horizon Trust is here to help every step of the way. • Watch now to gain valuable insights and unlock the full potential of your retirement funds! Make sure to subscribe for more expert tips and financial planning guidance. • Feel free to reach out if you have any questions, and remember, your future is in your hands. We’re just here to help you navigate the best path forward. • https://go.appointmentcore.com/Youtube • ::::::::::::::::::::::::::::::::::::::::::::::: • Stay Connected These Other Ways: • FREE VIDEO TRAINING (HOW TO TAKE BACK CONTROL OF YOUR RETIREMENT): • https://horizontrustsdira.com/gregs-n... • INSTAGRAM: • / gregherlean • FACEBOOK: • / gregherleanpublic • WEBSITES: • https://www.gregherlean.com • https://www.horizontrust.com • #sdira #finance #money #realestate #retirement #RetirementPlanning #SelfDirectedIRA #Solo401k #HorizonTrust #FinancialFreedom

#############################

New on site