The Billionaire’s Roth IRA Blueprint: Grow It, Then Plan Your Exit | with Greg Herlean

What if the retirement money you already have could own the same kinds of assets the wealthy invest in? In this webinar, Greg Herlean, founder and CEO of Horizon Trust Company, shares the story of how Peter Thiel used a Roth IRA to invest in a startup called PayPal. Then he walks through two investments he holds in his own self-directed Roth IRA: an early-stage fertility company and a self-storage facility. You’ll learn: The difference between your retirement account (the container) and what it holds (the contents) What a self-directed IRA can and can’t own How to track down old 401(k) and 403(b) plans you may have forgotten about When required minimum distributions (RMDs) start Why the timing of a Roth conversion matters The exit mistakes that can put your whole account at risk Greg finishes with a live Q&A with Claudia Guzman, covering inherited IRAs, RMDs on investments you can’t sell yet, moving a brokerage account, and how hands-on you can be with real estate in your IRA. 📅 Book your free Blueprint Call: https://www.horizontrust.com/event Chapters 0:00 Welcome 4:38 The Peter Thiel Roth IRA story 7:59 What we’ll cover today 8:23 About Horizon Trust Company 10:58 Containers vs. contents 14:01 Do you have money in an old employer plan? 16:57 What you can and can’t invest in 18:06 Greg’s deal: a fertility startup in his Roth 21:09 How to find forgotten retirement accounts 23:24 How IRA-owned investments are titled 25:11 Greg’s deal: a self-storage facility 26:35 Traditional vs. Roth IRA 27:27 When RMDs start 27:55 Planning your exit before you need it 29:07 Why convert to Roth before an asset grows 31:46 Exit mistakes that can cost you the whole account 33:14 Recap 35:31 The Blueprint Call 38:59 Live Q&A with Claudia 39:30 The wildest IRA investments 43:18 Moving an E-Trade account to a self-directed IRA 46:35 Inherited IRAs and the 10-year rule 47:45 RMDs when your investment can’t be sold yet 49:04 How hands-on can you be with IRA real estate? 51:56 Turning 73 with real estate in your IRA 53:31 Closing Horizon Trust Company is a passive custodian and does not give tax, legal, or investment advice. We do not endorse or recommend any investment. Please talk with your CPA, attorney, or financial professional before making any decisions. Investments discussed are examples only. Past results do not guarantee future results. #SelfDirectedIRA #RothIRA #RetirementPlanning #AlternativeInvestmentsReady to take the next step? Schedule a consultation with our team today! 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