Winning with Self Directed IRA's - Money You Forgot About
If your W-2 is doing well, the tax bill that comes with it probably doesn’t feel like a reward. In this episode of The Capital Shift, Roger sits down with Greg Herlean — founder of Horizon Trust Company, a self-directed IRA custodian with 9,000+ clients and over $2 billion in assets under administration — to break open a strategy that’s been legal since the 1970s but that almost nobody’s advisor mentions: using your retirement funds to invest in what you actually understand.
Greg explains how a self-directed IRA lets you move retirement money into real estate, lending, fix-and-flips, and…
The skinny
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