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 provide you 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.
You Will Learn:
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A review of important dates and deadlines for your self-directed IRA.
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An analysis of new IRA contribution limits and laws.
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Actionable strategies for tax preparation best practices.
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How to use a self-directed IRA as a tool to navigate new opportunities.
Date: January 14, 2026
Duration: 1 Hour 21 Minutes (including a 45-minute Q&A starting at 36:11)
Presenter: Jacob Marchini - Business Development Associate at The Entrust Group
Presentation Slides: View or download the presentation slides here.
Presentation Audio: Stream or download the mp3 here.
Audio Transcript: View or download the transcript here.
Presentation Timestamps:
- Section 1: Reviewing Important Dates and Deadlines for Your SDIRA
- Starts: 2:15
- Ends: 14:22
- Section 2: Analyzing New Limits and Laws
- Starts: 14:29
- Ends: 22:00
- Section 3: SDIRA Tax Preparation Best Practices
- Starts: 22:05
- Ends: 33:46
- Section 4: Q&A
- Starts: 36:11
- Ends: 1:21:26
We host monthly webinars on a variety of topics. Check out our event page to learn about upcoming event.