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About this training 

date-calendar-thin  Wednesday, January 14, 2026                  clock-slim  11 a.m. PST / 2 p.m. EST   

 

Each new year brings changes to IRA limits and tax rules. Navigating the landscape of new IRA rules and tax regulations can feel complex. So, understanding these updates is key to a confident investment strategy.

In this educational training, we'll provide a clear and straightforward overview of the key changes coming in 2026. This is a practical session for self-directed investors, financial planners, and anyone preparing for retirement who want to understand the new laws, limits, and tax preparation best practices.

Can’t make it? No problem! Register to receive the video replay and presentation slides.

You Will Learn:

  • A review of important dates and deadlines for your self-directed IRA.

  • An analysis of new IRA contribution limits and laws.

  • Actionable strategies for tax preparation best practices.

  • How to use a self-directed IRA as a tool to navigate new opportunities.

Why Register Today?

  • Get the video replay and presentation slides if you can’t attend live.

  • Ask your questions during the live Q&A with our presenters.

  • Seats are limited, so reserve yours now!

Meet your presenter

JM Headshot

Jacob Marchini

Business Development Associate at The Entrust Group

Jacob Marchini joined The Entrust Group over nine years ago, and has been educating investors and professionals on tax-preferred retirement accounts ever since. Gaining his Certified IRA Services Professional (CISP) designation, he is dedicated to maintaining expertise in today's retirement industry.

And as the Business Development Associate for Entrust’s San Francisco Bay Area office, Jacob actively takes pride in the company’s growth and success. 

Register For This Training Today

About The Entrust Group

Entrust strives to provide personal, professional services and education that empower clients to control their investment choices. You can rely on The Entrust Group for up-to-date training and continuing education about self-directed alternative investments. Our reports, webinars, and live events can help you keep up with the increasing demand to diversify portfolios.

 
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