Solo 401(k) Contribution Deadlines and Rules for 2025 Contributions
Solo 401(k) contribution rules include multiple deadlines, different limits, and planning considerations that can materially impact your tax strategy. This article breaks down the key 2025 contribution limits, filing deadlines, and examples self-employed business owners need to understand as 2026 begins.
Open Q&A: Your Self-Directed IRA Questions Answered
Learn how investors use self-directed retirement accounts to explore alternative investments beyond the stock market. In this live open forum webinar, industry experts break down key IRA structures, important IRS guidelines, and real-world strategies for investing in real estate, private companies, and other non-traditional assets using retirement funds.
How to Invest in Start-ups and Small Businesses using a Self-Directed IRA
Learn how investors use self-directed retirement accounts to invest in startups and private companies. In this live webinar, Directed IRA’s leadership team and guest Jeff Schiefelbein break down structures, IRS rules, and real-world insights from building and funding private businesses.
Sunbelt Real Estate and Retirement Accounts: What Investors Need to Know
Explore what investors need to know about Sunbelt real estate and retirement accounts. This webinar covers market trends, using self-directed IRAs for private real estate, and key considerations when investing inside a retirement account.
Retirement Account Resolutions for 2026: New Contribution Limits, Key Deadlines, and Live Q&A
The new year brings updated contribution limits, key tax deadlines, and new considerations for retirement planning in 2026. In this live, 101-style webinar, you’ll get a clear overview of what’s changing, what deadlines matter most, and how to think about IRAs, Roth IRAs, HSAs, and Solo 401(k)s as the year begins, followed by an open Q&A to address common questions and help you start 2026 with clarity and a practical plan.
Year-End Retirement Account Strategies
Learn what retirement planning moves must be made before December 31, which can wait until tax filing, and how new 2026 rules may impact Roth contributions, limits, and tax strategy in this expert-led webinar.
Retirement Investing Outside the Stock Market: SDIRA Basics
Learn Self-Directed IRA (SDIRA) basics in this free live webinar. Discover how to invest your retirement funds in real estate, precious metals, crypto & more outside the stock market.
Opening a Self-Directed IRA And Understanding Prohibited Transactions
Learn exactly what a Self-Directed IRA can invest in and the specific mistakes that trigger IRS penalties. This webinar breaks down the full list of allowable SDIRA assets, the three investment types IRAs are prohibited from holding, how IRS prohibited-transaction rules work, who qualifies as a disqualified person, and the three categories of transactions that can invalidate an IRA. You’ll also see clear deal examples that stay compliant versus those that create penalties, plus practical guidance on how to structure alternative investments safely inside an SDIRA.
Tax-Free Crypto Investing With a Roth IRA
Learn how to invest in 60+ cryptocurrencies tax-free using a Self-Directed Roth IRA. In this webinar, Mat Sorensen and Aaron Halderman explain Roth conversions, IRA/LLC exchange accounts, HSA opportunities, and real-world crypto strategies for 2026.
Roth Conversions in 2026 — Smart Tax Strategies for Self-Directed IRA Investors
Join Directed IRA’s Nate Hare and Daniel Tercey for a live webinar on how to strategically execute Roth conversions before 2026 tax changes. Learn how conversions work within self-directed IRAs, how to minimize taxes, and how to position your investments for long-term, tax-free growth.