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The Retirement and IRA Show
With Jim, Chris & Peter

IRMAA Premiums, Social Security, Annuiti...

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

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: 1 hour 12 minutes : 06-Apr-2024

Capital Gains and Wash Sale Rule: EDU #2

Jim, Chris, and in-house CPA, Paul sit down t...

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: 57 minutes : 03-Apr-2024

Taxes, IRAs, Roth Conversions, Basis, an

Jim, Chris, and Paul discuss listener questio...

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: 1 hour 24 minutes : 30-Mar-2024

Retirement Planning Dialogue Series 3: E

Jim and Chris continue their dialogue series ...

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: 1 hour 11 minutes : 27-Mar-2024

Social Security, Rollovers, Annuities, a

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

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: 1 hour 15 minutes : 23-Mar-2024

Retirement Planning Dialogue Series 2: E

Jim and Chris continue their dialogue series ...

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: 1 hour 18 minutes : 20-Mar-2024

Social Security, 529/Roth Conversions, a

Jim and Chris discuss listener questions rela...

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: 1 hour 16 minutes : 16-Mar-2024

Retirement Planning Dialogue Series 1: E

Jim and Chris kick off a dialogue series disc...

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: 1 hour 13 minutes : 13-Mar-2024

Social Security, GPO, HSAs, QCDs, Inflat

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

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: 1 hour 26 minutes : 09-Mar-2024

Converting A 529 To A Roth IRA: EDU #241

Jim and Chris sit down to discuss a couple of...

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: 52 minutes : 06-Mar-2024

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