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The Retirement and IRA Show
With Jim, Chris & Peter

All About Trusts: EDU #2205

Jim and Chris sit down to discuss and focus o...

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: 1 hour 16 minutes : 02-Feb-2022

Market Volatility and Spending In Retire

Jim and Chris sit down to discuss the topic o...

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: 1 hour 18 minutes : 26-Jan-2022

Child-In-Care Benefits, Trusts, Disabili...

Jim and Chris discuss questions relating to C...

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: 1 hour 9 minutes : 29-Jan-2022

Social Security, 403(b)s, Roth IRAs, Con...

Jim and Chris answer questions relating to So...

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: 50 minutes : 22-Jan-2022

Excess Roth IRA Contributions: EDU #2203

Jim and Chris sit down to discuss an Ohio lis...

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: 1 hour 11 minutes : 19-Jan-2022

Survivor Benefits, WEP, Estate Tax, DAFs

Jim and Chris discuss questions pertaining to...

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: 1 hour 32 minutes : 15-Jan-2022

Qualified Charitable Distributions (QCDs

Jim and Chris sit down to take a deep dive an...

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: 1 hour 10 minutes : 12-Jan-2022

QCDs, Inherited IRAs, Contribution Limit...

Chris and Bob discuss questions from listener...

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: 1 hour 3 minutes : 08-Jan-2022

210 Advanced Tax Planning: EDU #2201

Jim, Chris, and Bob sit down to discuss 210 t...

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: 1 hour 24 minutes : 05-Jan-2022

210 Advanced Tax Planning: EDU #2201

Jim, Chris, and Bob sit down to discuss 210 t...

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: 1 hour 24 minutes : 05-Jan-2022

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