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The Retirement and IRA Show
With Jim, Chris & Peter

Q&A: 401k Clarifications, HSA Rules, an

Can you contribute to a previous employer’s...

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: 1 hour 4 minutes : 03-Oct-2018

Q&A: Roth IRA Contributions and Social S

Roth IRA contribution rules leaving you perpl...

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: 1 hour 10 minutes : 06-Oct-2018

Edu: Splitting an IRA

Divorce is hard enough without the extra stre...

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: 30 minutes : 10-Oct-2018

Edu: Designated Beneficiaries

Jim is away but the show must go on! Chris an...

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: 49 minutes : 17-Oct-2018

Edu: Annuity Pros and Cons

Annuities: love them or hate them? In this ep...

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: 50 minutes : 24-Oct-2018

Q&A: 401k Loan, Long-term Care Insurance

Jim and Chris answer a lot of great questions...

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: 1 hour 13 minutes : 27-Oct-2018

Edu: Annuity Pros and Cons, Part 2

Jim and Chris continue their discussion in re...

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: 52 minutes : 31-Oct-2018

Q&A: 401k Clarifications, HSA Rules, and

Need some clarification on the 401k “Rule o...

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: 03-Nov-2018

Edu: Roth 5 Year Rule

The Roth 5 Year Rule sounds simple: you can ...

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: 55 minutes : 07-Nov-2018

Q&A: Pension Options, Roth Conversions,

This week Jim and Chris discuss a listener’...

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: 1 hour 10 minutes : 10-Nov-2018

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