Looking to streamline your 2025 IRA strategy? Wish all the important dates and deadlines were in one place? Start the year strong by planning ahead with our Savvy Self-Direction IRA Calendar.
After over 40 years of experience, we understand that consistent success isn’t accidental. It takes preparation, focus, and the right tools. That’s why we’re inviting you to create your 2025 plan and learn about new opportunities for IRA investors. And with tax day around the corner, we'll review important reminders and pitfalls to avoid.
Watch this replay for:
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A 2025 Savvy Self-Direction Calendar for you to customize during the webinar.
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Key guidance to navigate new laws, limits, and strategies for IRA success.
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Actionable tips to stay ahead this tax season and avoid April 14 panic emails
Date: January, 15, 2025
Duration: 30 Minutes (including 12-minute Q&A starting at 18:50)
Presenter: Tony Unkel - Business Development Manager 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.
2025 Savvy Self-Direction Calendar: View or download the transcript here.
Presentation Timestamps:
Section 1: Reviewing Important 2025 IRA Dates and Deadlines
• Starts: 1:45
• Ends: 9:14
Section 2: Analyzing New Limits and Laws
• Starts: 9:18
• Ends: 14:42
Section 3: SDIRA Tax Preparation Best Practices
• Starts: 14:44
• Ends: 18:49