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The Retirement and IRA Show
With Jim, Chris & Peter

Tax Planning, Minus-One Method, Inherite...

Jim and Chris discuss listener questions rela...

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: 1 hour 37 minutes : 19-Apr-2025

Asset Positioning in the Transition Peri

Chris’s Summary: Jim and I are joined by Ja...

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: 1 hour 24 minutes : 16-Apr-2025

Social Security, RMD age, Tax Planning, ...

Jim and Chris discuss listener questions rela...

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: 1 hour 13 minutes : 12-Apr-2025

Defining Unicorn Status in Retirement: E

Chris’s Summary:Jim and I are joined again ...

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: 1 hour 12 minutes : 09-Apr-2025

Social Security, Roth Conversion Tax Str...

This week’s is a bit of a non-traditional Q...

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: 1 hour 43 minutes : 05-Apr-2025

Weathering Market Downturns: EDU #2514

Chris’s Description Jim and I talk about ho...

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: 1 hour 5 minutes : 02-Apr-2025

Identity Theft, Spousal Benefits, RMD Ta...

Jim and Chris discuss listener questions rela...

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: 1 hour 16 minutes : 29-Mar-2025

Roth 5-Year Rules and the Tax Planning W

Chris’s SummaryJim and I continue our revie...

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: 1 hour 16 minutes : 26-Mar-2025

Social Security Benefits, Roth Conversio...

Jim and Chris discuss listener questions rela...

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: 1 hour 15 minutes : 22-Mar-2025

Things That Make You Go Hmm – RMD Rule...

Chris’s Summary:This week’s EDU show is a...

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: 1 hour 9 minutes : 19-Mar-2025

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