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The Retirement and IRA Show
With Jim, Chris & Peter

Roth IRA Mistakes, Part 2: EDU #2602

Chris’s SummaryJim and I continue last week...

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: 59 minutes : 14-Jan-2026

Cash Balance Plans Explained: EDU #2552

Chris’s SummaryJim and I are joined by Stev...

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: 1 hour 14 minutes : 24-Dec-2025

Social Security, IRMAA, ACA Planning, IR...

Jim and Chris discuss listener emails on Soci...

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: 1 hour 11 minutes : 27-Dec-2025

Social Security, RMDs, Money Market Earn

Jim and Chris discuss listener emails on Soci...

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: 1 hour 26 minutes : 20-Dec-2025

Math Act and Automatic IRA Act: EDU #255

Chris’s SummaryJim and I are joined by Jake...

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: 1 hour 4 minutes : 17-Dec-2025

IRMAA, Social Security, QLACs, Roth Conv

Jim and Chris discuss listener emails startin...

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: 1 hour 31 minutes : 13-Dec-2025

The Importance of Secure Income for Reti

Chris’s SummaryJim and I discuss secure inc...

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: 1 hour 19 minutes : 10-Dec-2025

Social Security, IRMAA, Medicare, Roth C...

Jim and Chris discuss listener questions on S...

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: 1 hour 24 minutes : 06-Dec-2025

The QLAC 1098-Q: EDU #2549

Chris’s SummaryJim and I review the QLAC 10...

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: 1 hour 15 minutes : 03-Dec-2025

IRMAA Brackets and QLACs: Q&A #2548

Jim and Chris discuss listener questions on I...

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: 1 hour 20 minutes : 29-Nov-2025

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