Year-end is one of the most important windows for retirement planning. Some moves must be completed by December 31, while others can wait until the tax filing deadline – and new rules coming in 2026 will change how much you can save and whether certain contributions must be Roth.In this live webinar, Directed IRA’s CEO, Mat Sorensen, will walk through the most important retirement account strategies to understand before year-end and how to position yourself for 2026.
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You’ll Learn
Which retirement account moves must be done by December 31…and which can wait
How to optimize 401(k), IRA, Roth IRA, HSA, and Solo 401(k) strategies at year-end
When Roth conversions make sense now vs. pushing them into 2026
Backdoor Roth and mega backdoor Roth strategies to know before year-end
Key 2026 rule changes that may impact contribution limits and Roth requirements
This session is designed to help you avoid missed opportunities, reduce taxes, and make informed decisions before the year closes.
Why Directed IRA?
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!
