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The Retirement and IRA Show
With Jim, Chris & Peter

New Roth Conversion Strategy: EDU #1940

Now that you can no longer recharacterize, do...

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: 1 hour 9 minutes : 05-Nov-2019

Annuities within Stretch IRA, 10-Yr Rule...

Jim and Chris address the topics of the 10-Ye...

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: 1 hour 8 minutes : 01-Nov-2019

Missed 60-Day Rollover Deadline: EDU #19

What happens with a missed 60-day rollover de...

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: 43 minutes : 29-Oct-2019

Investing in Oil, Living on Basis, Filin...

Jim and Chris put a dent in their email stack...

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: 49 minutes : 25-Oct-2019

Is AUM Better for the Client?: EDU #1938

Is an Assets Under Management (AUM) model alw...

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: 46 minutes : 22-Oct-2019

Roth Conversion Taxes, SS Strategy, TSP

Jim and Chris answer questions regarding Roth...

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: 1 hour 26 minutes : 18-Oct-2019

TSP vs 401k : EDU #1937

Now that the new withdrawal options for the T...

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: 1 hour 4 minutes : 15-Oct-2019

Reducing Income Taxes, ACA Tax Credit, a...

Jo Madonna joins Jim and Chris this week to h...

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: 1 hour 19 minutes : 11-Oct-2019

ABLE Accounts and Special Needs Trusts:

Over the next few weeks, Jim and Chris will b...

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: 1 hour 18 minutes : 08-Oct-2019

Conversion Cons, Social Security Benefit...

This week Jim and Chris address listener ques...

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: 1 hour 19 minutes : 04-Oct-2019

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