If you’re self-employed and want to put more money away for retirement, the Solo 401(k) is one of the most powerful tools available, but the rules and deadlines matter.
In this webinar, Mat Sorensen will walk through the Solo 401(k) basics, including who qualifies, how it’s set up, and the special strategies that make it so effective compared to IRAs and SEP IRAs. He’ll also cover the key 2025 contribution limits and deadlines you need to understand before the 2026 tax filing season.
Watch The Replay
We cover:
- What a Solo 401(k) is and how it differs from IRAs, SEP IRAs, and traditional employer 401(k)s
- Who qualifies (and who doesn’t)
- How a Solo 401(k) is set up and what has to be in place to maximize contributions
- 2025/2026 contribution limits, including employee vs. employer contributions and how they’re calculated
- Key deadlines to know before the 2026 tax filing season
- Special features unique to Solo 401(k)s
- Common mistakes and misconceptions that can create tax or compliance issues
Click or tap the link below to download the slides from this webinar:
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At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence.
Book a call today with a self-directed IRA expert to see how you can start investing in what you know!
