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The Retirement and IRA Show
With Jim, Chris & Peter

Social Security records, GPO, QCD Timing...

Jim and Chris answer listener questions on So...

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: 1 hour 19 minutes : 15-Mar-2025

IRA Rules Quiz: EDU #2511

Chris’s Summary: Jim’s back from his conf...

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: 59 minutes : 12-Mar-2025

Qualified Dividends, Gifting Strategies,...

Jim and Chris are joined by Paul Neiffer, CPA...

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: 1 hour 20 minutes : 08-Mar-2025

Setting the Record Straight on Clickbait

Chris’s Summary: Jim is at yet another indu...

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: 59 minutes : 05-Mar-2025

Social Security, 529 Plans, Fun Vision,

Jim and Chris sit down to discuss listener qu...

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: 1 hour 21 minutes : 01-Mar-2025

False Facts and Real Consequences: EDU #

Chris’s Concise Summary: Jim and Chris exam...

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: 57 minutes : 26-Feb-2025

Social Security Benefits, RMD Taxes, IRM...

While Jim is attending a conference, Chris is...

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: 1 hour 14 minutes : 22-Feb-2025

Our Retirement Planning Philosophy and A...

Chris flies solo for this long promised, very...

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: 31 minutes : 19-Feb-2025

Social Security, IRMAA, IRA Distribution...

Jim and Chris discuss listener questions rela...

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: 1 hour 11 minutes : 15-Feb-2025

A Smart Approach to Retirement: EDU #250

In this EDU episode Jim and Chris review and ...

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: 1 hour 13 minutes : 12-Feb-2025

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