Greg Herlean has raised and brokered over $650 million in hard money loans

and real estate deals. He's the founder of Horizon Trust, a self-directed

IRA custodian, and in this clip he breaks down the tax-free retirement

strategy that only 5% of Americans use.

Brett walks through the Be Wealthy Calculator live and shows how $3,000

a month compounded tax-free turns into $7 million — and why paying $50,000

in tax today can save you over $1 million in retirement.

If you have an old 401(k) sitting somewhere, or a traditional IRA you've

been ignoring, this is the conversation that changes the math on your

entire retirement.

IN THIS CLIP

0:00 Why every person needs a Roth retirement account

0:45 How to strategically convert a traditional IRA to a Roth

2:02 The $7 million math: $3K/month, 12% return, tax-free

3:30 Pay $50K in taxes today, save $1M+ in retirement

4:55 Running the numbers: $0 start, $1,500/month, different ages

6:15 Why a Roth is for absolutely everybody

WATCH THE FULL EPISODE

https://www.youtube.com/@bewealthybrett

ABOUT GREG HERLEAN

Greg Herlean is the founder of Horizon Trust Company, a self-directed IRA

custodian. Over his 24+ year career, he has raised and brokered over $650

million in hard money loans and real estate deals. He built Horizon Trust

to solve the inefficiencies he experienced firsthand when referring clients

to other trust companies.

Learn more: https://www.gregherlean.com/

Horizon Trust: https://www.horizontrust.com/

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FREE RESOURCES

Free Tools & Downloads: https://www.bewealthybrett.com/resources

Self-Directed IRA: MaxOutRetirement.com

Infinite Banking Education: SaveLikeaBank.com

Cost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.com

Trust & Entity Structure: SetupMyEstate.com

Off-Market Deals & Direct Mail: TheMagicMailers.com

1031 Exchange: Exchange1031Now.com

Bookkeeping & Financial Services: BooksOffMyPlate.com

PPC & Digital Marketing for RE Investors: ScaleMyDeals.com

DISCLAIMER

Be Wealthy and its affiliates do not provide tax, legal, or accounting

advice. This material has been prepared for informational and entertainment

purposes only. Always consult your own tax, legal, and accounting advisors

before taking financial action.