Year-End Retirement Account Strategies

To learn more on year-end retirement account strategies read our new article: https://directedira.com/year-end-retirement-account-strategies/?utm_source_youtube_socialmedia&utm_year_end_strategies_webinar

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.
     
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

his 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.

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