In the latest IRA Café webinar hosted by American IRA, we were joined by Jasmine Trocchia and Kyle Moody, who shared their expertise on essential year-end preparations and strategies for the year ahead.

During the discussion, they provided an in-depth analysis of the key steps to take before the end of this year and into the next, while also reviewing the updates and continuities in the IRS regulations for 2025 IRAs. The session concluded with an engaging Q&A, where participants had the opportunity to address their questions directly with the experts.

Below is a link to download a run-down of the 2025 IRS Regulations

IRS Updates IRA Regulations: Key Takeaways

Watch to Find Out:

• FMVs
• RMD’s
• Contributions/ Transfers vs Rollovers

If you weren’t able to attend the live session or want to review the valuable information that they shared, you can access the full Zoom recording via the link below. Don’t miss this opportunity to prepare any considerations that need to be taken for 2024!

Link to Webinar Recording

American IRA is dedicated to providing valuable educational resources, and our IRA Café series continues to serve up new webinars every month. Don’t forget to check out our events page at americanira.com/events, where we regularly update information about upcoming virtual events, including more webinars like this one. If you have any questions or need assistance, feel free to call American IRA at 866-7500-IRA (472) or email us at [email protected].

Join us in exploring the world of Self-Directed IRAs and discover how they can enhance your investment strategy!