ONLINE.HORIZONTRUST.COM

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Why Horizon Trust

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Indi (K) Contributions Explained. Indi (K) Video Vault. Indi (K) FAQï s. Why Horizon Trust Company? Serious investors are increasingly turning to Horizon Trust for all their self directed account needs. Here are the top 14 reasons for choosing Horizon Trust. Horizon Trust is a remarkably different type of company in just about every way. From our fee schedule to our processes to our people. Your experience will be remarkably different at Horizon Trust. It drives everything we do. Pick your own fee":.

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Why Self Direct? - Horizon Trust IRA Custodial Services

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Indi (K) Contributions Explained. Indi (K) Video Vault. Indi (K) FAQï s. Check out the report on Self Directed IRA's on the Today show:. Discover Little Known Strategies Used by Only 3% of Investors. Are you thinking about self directing your retirement account and joining an exclusive group of investors that are taking control of their financial future? Why do some of the wealthiest families rely on self directed IRA's? Tax Benefits. Retirement and other tax advantaged accounts offer the easiest way...

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Online Forms - Horizon Trust

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Indi (K) Contributions Explained. Indi (K) Video Vault. Indi (K) FAQï s. Opening a self-directed IRA and managing your account is easy with our easy-to-use forms. Beneficiary / Inherited Roth IRA Application. Beneficiary / Inherited Traditional IRA Application. Coverdell Education Savings Account Application. Health Savings Account Adoption Agreement. 401K Account Responsibility Form. 401K Designation of Beneficiary. 401K Direct Rollover Request. 401K Plan Loan Application Package. IRA to IRA Transfer.

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e-Book - Horizon Trust

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Indi (K) Contributions Explained. Indi (K) Video Vault. Indi (K) FAQï s. Horizon Trust Company is a custodian that offers IRA custodial services for clients looking to self-direct their Individual Retirement Account (IRA). Horizon Trust provides education on self-directing and custodial services to investors interested in diversifying their tax-sheltered portfolios beyond the limited options of publicly-traded investment products. Non Traditional Investment Options. Self Directed IRA Withdrawal Rules.

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Leadership & Management - Horizon Trust

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Indi (K) Contributions Explained. Indi (K) Video Vault. Indi (K) FAQï s. Gregory Herlean, Chairman of Board. Mr Herlean is a highly skilled entrepreneurial-minded leader who is an accomplished result driven professional with previous experience starting a trust custodial company. Mr. Herlean helped a Nevada trust custodial company get started in 2007. In just over 24 months, the company grew its assets under his management to over $95 million. Steve Byrne, Treasurer and Secretary. Mr Jolley is a well-rou...

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Professionals - Horizon Trust

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Indi (K) Contributions Explained. Indi (K) Video Vault. Indi (K) FAQï s. Or other type of professional working with investors? We make working with self directed IRA investors easy and profitable. As a professional, you have different needs, goals and expectations than a retail investor, so why should you be treated like one? The reality is, not all clients are the same. We choose to abandon conventional wisdom and the flawed notion that a "one size fits all" service offering is the answer. For our quali...

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Tax-Free Savings Explained

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Indi (K) Contributions Explained. Indi (K) Video Vault. Indi (K) FAQï s. What additional benefit is there to using self directed accounts versus plain investment accounts for your retirement money, including your Individual K plan? The answer is simple: You get to invest in what you like, and you get to grow your retirement tax free! Let's look at how much additional money you get to keep when your money is in a self directed Roth account. And, yes, you CAN set up your Individual K plan as a Roth.

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Greg Herlean on The Power of Individual K Plan

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Indi (K) Contributions Explained. Indi (K) Video Vault. Indi (K) FAQï s. Greg Herlean on The Power of Individual K Plan. How Can We Help You? Our team of Self Directed Investment professionals are here to help answer your questions. We have years of experience and have seen almost every type of account, investment, tax configuration, funding method and question imaginable. Give us a call and let us offer our expertise. Call your Horizon Trust Specialist at: 888-205-6036. Non Traditional Investment Options.

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Individual (k) Contributions Explained

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Indi (K) Contributions Explained. Indi (K) Video Vault. Indi (K) FAQï s. Individual (k) Contributions Explained. The Horizon Trust Individual (k) offers unprecedented flexibility when making contributions to your account. Here is some helpful information to understand how contributions work. Employee Contribution. You are an employee of your business and can contribute as such. This type of contribution is referred to as a salary deferral. Employee Contribution Limit:.$18,000*. Employee contributions can...

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Where's Horizon? - Horizon Trust

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Indi (K) Contributions Explained. Indi (K) Video Vault. Indi (K) FAQï s. Horizon will be participating in the following events:. Keep checking back for upcoming events. Non Traditional Investment Options. Self Directed IRA Withdrawal Rules. Real Estate Check List. Monday-Thursday 8am - 5pm. Friday 8am - 4:30 pm.