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The Retirement and IRA Show
With Jim, Chris & Peter

Retirement Planning Dialogue: EDU #2502

In this EDU dialogue show, Jim and C...

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: 1 hour 31 minutes : 08-Jan-2025

Spousal Benefits, IRMAA, Step-Up Basis, ...

Jim and Chris discuss listener questions rela...

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: 1 hour 32 minutes : 04-Jan-2025

Developing Confidence With Retirement Sp

Jim and Chris, once again joined by Jake, ...

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: 1 hour 16 minutes : 01-Jan-2025

Social Security Benefits, IRMAA, RMDs, A...

Jim and Chris discuss listener and forum ques...

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: 1 hour 57 minutes : 28-Dec-2024

Individualized Retirement Planning Strat

Jim and Chris continue discussing different a...

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: 1 hour 3 minutes : 25-Dec-2024

IRMAA, 457b, QCDs, and Roth Conversions:

Jim and Chris discuss listener questions rela...

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: 1 hour 37 minutes : 21-Dec-2024

Charitable Remainder Trusts: EDU #2451

Jim and Chris welcome on another member of ...

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: 1 hour 8 minutes : 18-Dec-2024

IRMAA, Spousal Benefits, IRA Withdrawals...

Jim and Chris discuss listener questions rela...

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: 59 minutes : 14-Dec-2024

Retirement Planning Philosophy and Proce

Jim and Chris once again welcome their collea...

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: 1 hour 9 minutes : 11-Dec-2024

Family Benefit Limit, Means Test, QCDs, ...

Jim and Chris discuss listener questions rela...

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: 1 hour 15 minutes : 07-Dec-2024

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