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The Retirement and IRA Show
With Jim, Chris & Peter

Edu: Naming a Trust as a Beneficiary

Do you have a trust named as a beneficiary, o...

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: 1 hour 5 minutes : 30-Jan-2019

Q&A: Roth 401k, POD Bank Account, HSA, A

This week Jim and Chris answer a follow-up qu...

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: 1 hour 21 minutes : 26-Jan-2019

Edu: Required Minimum Distributions

Join Jim and Chris as they explain the nuance...

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: 1 hour 2 minutes : 23-Jan-2019

Q&A: QLAC, Earnings Test, and 60-Day Rol

Jim and Chris answer three listeners’ quest...

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: 1 hour 27 minutes : 19-Jan-2019

EDU: Philosophy of Bucketing

Previously when discussing “Bucketing,” J...

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: 1 hour : 15-Jan-2019

Q&A: Beneficiaries, Medicare Premium Sur...

Jim and Chris answer four more listener quest...

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: 1 hour 6 minutes : 11-Jan-2019

Mega Roth Conversion Strategies

Have you ever wanted to contribute after-tax ...

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: 02:16:04 : 14-Jul-2018

Errors in Your Social Security Earnings

What happens if you notice errors in your Soc...

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: 1 hour 59 minutes : 21-Jul-2018

Widow/Widower Tax Penalty

What happens if the spouse with the higher So...

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: 50 minutes : 27-Jul-2018

What kinds of options are there for beneficia...

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: 51 minutes : 04-Aug-2018

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