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The Retirement and IRA Show
With Jim, Chris & Peter

Edu: Getting More Time for a Roth Conver

With recent changes to tax laws, it may be ...

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: 54 minutes : 21-Nov-2018

Q&A: Blended Funds, WEP, Delaying Social

A listener from Vermont wonders how and if bl...

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: 1 hour 17 minutes : 24-Nov-2018

Edu: Qualified Charitable Distributions

A California listener’s email got Jim think...

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: 28-Nov-2018

Q&A: IRA Legal Protections, Estate Plann

Jim and Chris welcome two special guests to h...

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: 1 hour 21 minutes : 01-Dec-2018

Edu: Spousal Inherited IRAs

While the rules are very complicated for all ...

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: 1 hour 7 minutes : 05-Dec-2018

Q&A: Roth Conversion, MAGI, and Calculat

The November 21st Edu podcast about using a 6...

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: 1 hour 5 minutes : 08-Dec-2018

Edu: The Stretch IRA

You may have heard of a Stretch IRA, but few ...

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: 51 minutes : 12-Dec-2018

Q&A: Rule of 55, PIA, Roth Conversion

Jim and Chris field some interesting question...

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: 1 hour 1 minute : 15-Dec-2018

Edu: Variable Annuities 101

In response to a listener email, Jim and Chri...

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: 1 hour 9 minutes : 19-Dec-2018

Q&A: 401k Strategies, Earnings Test

Join Jim and Chris as they answer questions r...

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: 1 hour 1 minute : 22-Dec-2018

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