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The start of a new year is one of the best times to reset and realign your retirement strategy. New contribution limits, new rules, and new deadlines in 2026 can all impact how much you’re able to save and how effectively you plan.
In this webinar, Directed IRA COO Aaron Halderman and VP of Sales Nate Hare will host a practical 101-style session focused on retirement account planning for 2026, including an open Q&A to address common questions as the new year begins.
We cover:
- 2026 retirement account contribution limits and what changed
- Key tax deadlines to know in 2026 for IRAs and retirement plans
- Core planning strategies for IRAs, Roth IRAs, HSAs, and Solo 401(k)s
- Common mistakes to avoid as you start the new year
- Open Q&A to help you set clear retirement account goals for 2026
This session is designed to help you start the year with clarity, avoid early missteps, and build a smarter retirement plan going forward.
Directed IRA Homepage: https://directedira.com/
Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA
Book a Call: https://directedira.com/appointment/
Other:
Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
By Mat Sorensen and Mark Kohler4.7
163163 ratings
The start of a new year is one of the best times to reset and realign your retirement strategy. New contribution limits, new rules, and new deadlines in 2026 can all impact how much you’re able to save and how effectively you plan.
In this webinar, Directed IRA COO Aaron Halderman and VP of Sales Nate Hare will host a practical 101-style session focused on retirement account planning for 2026, including an open Q&A to address common questions as the new year begins.
We cover:
- 2026 retirement account contribution limits and what changed
- Key tax deadlines to know in 2026 for IRAs and retirement plans
- Core planning strategies for IRAs, Roth IRAs, HSAs, and Solo 401(k)s
- Common mistakes to avoid as you start the new year
- Open Q&A to help you set clear retirement account goals for 2026
This session is designed to help you start the year with clarity, avoid early missteps, and build a smarter retirement plan going forward.
Directed IRA Homepage: https://directedira.com/
Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA
Book a Call: https://directedira.com/appointment/
Other:
Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com

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