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The Retirement and IRA Show
With Jim, Chris & Peter

Social Security, Roth 401(k)s, Fun Spend...

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

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: 1 hour 6 minutes : 13-Nov-2021

Tax Court Cases and Private Letter Rulin

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

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: 1 hour 4 minutes : 10-Nov-2021

Mega Backdoor Roth Conversions, Social S...

Jim and Chris discuss listeners questions rel...

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: 1 hour 15 minutes : 06-Nov-2021

Updates To Proposed Tax Changes In BBB A...

Chris and in house CPA, Bob Palechek sit down...

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: 1 hour 5 minutes : 03-Nov-2021

Roth Conversions, Inherited Stock, and M...

Chris sits down with in-house CPA, Bob Palech...

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: 59 minutes : 30-Oct-2021

Nuances With Beneficiaries Of Inherited

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

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: 1 hour 6 minutes : 27-Oct-2021

Social Security, JWROS Accounts, TSPs, I...

Jim and Chris discuss questions relating to S...

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: 1 hour 16 minutes : 23-Oct-2021

Irrevocable Life Insurance Trusts After ...

Jim and Chris sit down to discuss irrevocable...

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: 57 minutes : 20-Oct-2021

Irrevocable Life Insurance Trusts After ...

Jim and Chris sit down to discuss irrevocable...

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: 57 minutes : 20-Oct-2021

COLA and Other Changes To Social Securit

Chris sits down on a solo mission to discuss ...

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: 42 minutes : 16-Oct-2021

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