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The Retirement and IRA Show
With Jim, Chris & Peter

Q&A: Avoiding the Roth 5 Year Rule

When you rollover your Roth 401k into a Roth ...

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: 30 minutes : 10-Apr-2019

Q&A: Roth Beneficiaries, SS Benefits, an

Another week and another round of great liste...

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: 58 minutes : 05-Apr-2019

Edu: Trusts and Naming IRA Beneficiaries

Peter Scott, Estate Planning Attorney, joins ...

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: 1 hour 13 minutes : 02-Apr-2019

Q&A: HSAs and SS Survivor Benefits

Join Jim and Chris this week as they answer s...

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: 57 minutes : 29-Mar-2019

Edu: Minimum Dignity Floor and Bucket Pl

What is the minimum dignity floor and how doe...

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: 1 hour 12 minutes : 26-Mar-2019

Q&A: Retirement Readiness and Minimizing

Whether you’re 35 or 55 you’re probably t...

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: 22-Mar-2019

Edu: Trusts as IRA Beneficiaries, Part 3

This week Estate Planning Attorney, Peter Sco...

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: 52 minutes : 19-Mar-2019

Q&A: Preparing for Retirement and Roth W

What would Jim and Chris do with their last f...

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: 15-Mar-2019

Q&A: Preparing for Retirement and Roth W

What would Jim and Chris do with their last f...

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: 43 minutes : 15-Mar-2019

Edu: Trusts as IRA Beneficiaries, Part 2

When Jim and Chris discussed using a Trust as...

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: 1 hour 21 minutes : 12-Mar-2019

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