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The Retirement and IRA Show
With Jim, Chris & Peter

Indemnity vs Reimbursement Long-Term Car

What’s Indemnity vs Reimbursement Long-term...

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: 1 hour 8 minutes : 20-Aug-2019

IRA Transfer Rules, Colorado Taxes, QLAC

Join Jim and Chris as they answer listener qu...

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: 1 hour 5 minutes : 23-Aug-2019

Retirement Spending Strategy – EDU #19

Jim and Chris address some constructive criti...

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: 1 hour 8 minutes : 13-Aug-2019

Wages, Monthly Earnings Test, Accessing ...

Join Chris as he tackles a wide array of list...

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: 35 minutes : 09-Aug-2019

GPO, IRA CDs, Transitioning to a Distrib...

As Jim and Chris continue working through the...

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: 1 hour 13 minutes : 02-Aug-2019

Calculating Returns on Multiple Accounts...

Scott, our Investment Specialist and CSU Fina...

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: 1 hour 8 minutes : 26-Jul-2019

Planning for Long-Term Care Pt 2: EDU #1

Planning for long-term care isn’t over yet!...

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: 1 hour 14 minutes : 30-Jul-2019

Planning for Long-Term Care – Edu #192

Planning for long-term care isn’t just abou...

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: 1 hour 8 minutes : 23-Jul-2019

Retirement Planning vs. Investing – ED

Retirement planning is so much more complex t...

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: 16-Jul-2019

Tax Savings for Beneficiaries, Roth Qual...

Join Jim and Chris for another week of Q&As a...

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: 46 minutes : 19-Jul-2019

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