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The Retirement and IRA Show
With Jim, Chris & Peter

Edu #1922: Missed RMD

Jim and Chris first discuss possible changes ...

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: 52 minutes : 11-Jun-2019

QA #1922: SS Benefits After Remarrying,

Jim and Chris answer a question from a young ...

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: 30 minutes : 07-Jun-2019

Edu #1921: Bucketing with Annuities

Have you encountered an Advisor who recommend...

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: 1 hour 28 minutes : 04-Jun-2019

Edu: Basics of Backdoor Roth Contributio

Even though sanctioned by the IRS, Backdoor R...

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: 46 minutes : 28-May-2019

Q&A: Inherited Annuity, Inherited Roth, ...

Unclear how an Inherited Annuity or Inherited...

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: 1 hour 11 minutes : 31-May-2019

Q&A: Clarifications, Social Security Vet...

Do Veterans receive higher Social Security be...

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: 57 minutes : 24-May-2019

Edu: Options for Your 401k After Leaving

There have been many changes to the job marke...

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: 1 hour 12 minutes : 21-May-2019

Q&A: IRA Contingent Beneficiaries, RMDs,...

This week’s Q&A episode is jam-packed with ...

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: 1 hour 13 minutes : 17-May-2019

Edu: Excess IRA Contributions, Part 2 (H

In the last Edu episode, Jim and Chris went i...

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: 1 hour 5 minutes : 14-May-2019

Q&A: WEP, Disability Benefits, and Other

On this show, Chris addresses four questions ...

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: 34 minutes : 11-May-2019

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