Webinar

Solo 401(k): Retirement Planning for the Self-Employed

If you’re self-employed and looking for ways to maximize your retirement savings, a Solo 401(k) can be a valuable tool. However, understanding the rules, contribution limits, and deadlines is essential to making the most of your plan.

Join Mat Sorensen, CEO of Directed IRA, as he breaks down the fundamentals of Solo 401(k)s, including eligibility requirements, plan setup, and strategies that can make them more flexible than other retirement accounts. He’ll also explain the contribution limits and important deadlines to know.

Date: Tuesday, October 27thTime: 12:00 PM PT

Register for the Webinar

What we’ll cover:

  • What a Solo 401(k) is and how it compares to IRAs, SEP IRAs, and traditional employer-sponsored 401(k) plans
  • Eligibility requirements and who can establish a Solo 401(k)
  • How to set up a Solo 401(k) and position your plan to maximize contributions
  • 2026 contribution limits, including how employee and employer contributions work
  • Important Solo 401(k) deadlines to keep in mind
  • Unique Solo 401(k) features and strategies you may be able to take advantage of
  • Common mistakes and misconceptions that can lead to tax or compliance issues

Whether you’re a sole proprietor, independent contractor, or small business owner, understanding how a Solo 401(k) works can help you make informed decisions about your retirement strategy. Join us to learn how to navigate the rules, take advantage of available opportunities, and build a retirement plan that supports your long-term financial goals.

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At Directed IRA, we have helped thousands of investors put over $3 billion into alternative assets including real estate, notes, and private funds, all within tax-advantaged retirement accounts. Our experienced team makes it simple 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!

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Self-Directed IRA Getting Started Resources

New to self-directed retirement accounts? These resources are designed to help you understand the fundamentals and get started the right way.

 

Access curated webinars, guides, and educational content covering investment options, account structures, and the rules that govern self-directed IRAs.

 

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Mat Sorensen, Attorney, CEO, and Founder of Directed IRA, wrote the #1 book on self-directed IRAs – selling over 50,000 copies nationwide. The Self Directed IRA Handbook is a comprehensive guide written for both investors and advisors alike. Get access to your SDIRA Handbook resources today!

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Beginner's Guide:
How to Self-Direct Your IRA

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#1 Book
on Self-Directed IRAs

Mat Sorensen, Attorney, CEO, and Founder of Directed IRA, wrote the #1 book on self-directed IRAs – selling over 50,000 copies nationwide. The Self Directed IRA Handbook is a comprehensive guide written for both investors and advisors alike. Download your free copy today!

By downloading The Self-Directed IRA Handbook, you opt-in to receive marketing communications from Directed Trust Company. Unsubscribe at anytime.