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The Retirement and IRA Show
With Jim, Chris & Peter

Jim & Chris’s Retirement Planning Appr...

This is Part 2 of the show series in which Ji...

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: 1 hour 1 minute : 28-Jan-2020

Tax-Planning Windows, Bucketing, and Var...

With just three questions today, Jim and Chri...

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: 1 hour 26 minutes : 24-Jan-2020

Jim & Chris’s Retirement Planning Appr...

This is the first of several shows describing...

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: 1 hour 4 minutes : 21-Jan-2020

Jim & Chris’s Retirement Planning Appr...

This is the first of several shows describing...

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: 1 hour 4 minutes : 21-Jan-2020

Social Security Benefits, SECURE Act, Ba...

Jim and Chris answer 7 questions today in thi...

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: 1 hour 21 minutes : 17-Jan-2020

Alternatives to the Stretch IRA: EDU #20

Today Jim and Chris discuss the “work-aroun...

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: 1 hour 7 minutes : 14-Jan-2020

The 10-Year Mark, QCDs, Excess RMDs, 60-...

Our “Roaring 20’s” are in full swing no...

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: 57 minutes : 10-Jan-2020

The SECURE Act Part 2 – The Death of t

Jim and Chris welcome the New Year (already a...

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: 1 hour 10 minutes : 07-Jan-2020

Non-Taxed SS, Unexpected Life Changes, 4...

The discussion for Jim and Chris today lands ...

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: 1 hour 23 minutes : 03-Jan-2020

Summary of the SECURE Act: EDU #1946

What is the SECURE Act? The acronym stands ...

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: 1 hour 9 minutes : 31-Dec-2019

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