Finances, IRA, Retirement, Tax Planning, Wealth Management

New Capital Gains Tax Causing Money Shuffle

BY Kendal Blunck | December 1, 2021

Many wealthy investors are selling their stocks, company shares and other capital gain assets to avoid some of the upcoming capital gains tax. Personal finance experts are taking a hard look at the new tax laws that are coming down the pipe across the country, especially in California or Washington and encouraging moves into other…

IRA, Retirement

Diversify Retirement Portfolio with a Self-Directed IRA

BY Admin | July 3, 2018

Our mission at Horizon Trust Company is to provide education on the power of Self Directed IRAs (SDIRA), to empower investors who are interested in diversifying their portfolios and gaining tax-free investment freedom. We pride ourselves on our customer service and strive to over-deliver to our client base. We stress timeliness, quality, and professionalism. Our client’s success is our success,…

IRA, Real State, Wealth Management

Rules of using your Self directed IRA to Invest in Real Estate

BY Admin | May 8, 2018

Thousands of investors, who have opened up a self-directed IRA to gain access to a bundle of investment opportunities that traditional IRAs are restricted from. One of the most popular investments offered is real estate.  With home prices reaching historic highs in major cities across the country, real estate remains a seller’s market. Greg Herlean…


10 Highest Yielding Self-Directed IRA Investments

BY Admin | April 12, 2018

Self-Directed IRA Investments Greg Herculean has spent the last ten years focused on growth opportunities and wealth accumulation through real estate vehicles. His aptitude for business has afforded him the opportunity to provide management direction, capital restructuring, investment research analysis, business projection analysis, and capital acquisition services. He has personally managed over $1 billion in…

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