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About this training 

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

 

The 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 the New Year.

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

Webinar - Speaker Head Shot Tony Unkel-1

Tony Unkel

Business Development Manager at The Entrust Group

Tony serves Entrust's Northeast region as Business Development Manager. He spent 10 years in sales and relationship management positions, and an additional eight years in the real estate and retirement industries. He joined the retirement industry during his previous employment and has traveled all over the U.S. by participating in engagements relating to fiduciary obligations and insurance regulations under the Employee Retirement Income Security Act of 1974 (ERISA). He’s worked directly with Plan Sponsors and Financial Advisors in the qualified retirement plan space for a number of years and really takes pride in his professional experiences and knowledge gained along the way.

Tony is a proud member of the American Society of Pension Professionals and Actuaries (ASPPA) and the National Association of Plan Advisors (NAPA). He holds a Bachelor Degree in Criminal Justice from Fairleigh Dickinson University in Teaneck, New Jersey.

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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