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The Retirement and IRA Show
With Jim, Chris & Peter

Common Estate Planning Mistakes: EDU #24

Chris is joined by estate planning attorney S...

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: 1 hour 6 minutes : 04-Dec-2024

Social Security, Annuity RMDs, and Being

Jim and Chris discuss listener questions rela...

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: 55 minutes : 30-Nov-2024

60-day Rollover Conversion Strategy: EDU

Jim and Chris received an email from a listen...

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: 1 hour : 27-Nov-2024

Earnings Test, IRMAA, Survivor Benefits,...

Jim and Chris sit down to answer listener que...

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: 1 hour 24 minutes : 23-Nov-2024

Roth Conversions and RMDs: EDU #2447

Jim and Chris sit down for a Discussion editi...

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: 1 hour 10 minutes : 20-Nov-2024

Social Security Benefits, Roth Conversio

Jim and Chris discuss listener questions rela...

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: 1 hour 11 minutes : 16-Nov-2024

SECURE Act Updates :EDU #2446

Jim and Chris sit down for another EDU show d...

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: 59 minutes : 13-Nov-2024

Social Security, RMDs, QLACs, and Buffer

Jim and Chris sit down to discuss listeners q...

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: 1 hour 25 minutes : 09-Nov-2024

Stretch IRA Rules and More: EDU #2445

Jim and Chris sit down to discuss a few thing...

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: 1 hour : 06-Nov-2024

Medicare, Roth Conversions, Spousal Bene...

Jim and Chris (and Jake too!) sit down to ans...

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: 1 hour 40 minutes : 02-Nov-2024

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