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The Retirement and IRA Show
With Jim, Chris & Peter

Roth IRA Mistakes, Part 1: EDU #2601

If you want to skip over some weather banter ...

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: 1 hour 11 minutes : 07-Jan-2026

IRMAA, Inherited IRA, LTC, ACA Tax Credi

Jim and Chris are joined by Jake to discuss l...

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: 1 hour 2 minutes : 10-Jan-2026

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

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