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The Retirement and IRA Show
With Jim, Chris & Peter

Bucketing – AKA Asset Allocation for R

Jim, Chris and Justin respond to an email fro...

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: 02:04:04 : 19-May-2018

Forgotten Form 8606

What happens if you forget to file your Form ...

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: 1 hour 49 minutes : 12-May-2018

RMDs and SEP IRAs

Jim, Chris and Justin discuss the intricacies...

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: 1 hour 48 minutes : 21-Apr-2018

Social Security Grace Year

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

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: 1 hour 39 minutes : 05-May-2018

More Social Security Stuff

Jim and Chris answer a few questions on a var...

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: 1 hour 37 minutes : 28-Apr-2018

Estate Planning Topics

Estate Planning Attorney Darci Gerdes joins J...

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: 1 hour 57 minutes : 07-Apr-2018

Follow-up on Previous Tax and IRA Questi

Jim and Chris follow up on some previous topi...

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: 02:11:08 : 14-Apr-2018

Flexible Premium Deferred Annuities

Jim and Chris answer a couple of Social Secur...

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: 1 hour 12 minutes : 17-Mar-2018

Question on Annuities

Jim and Chris answered a question from a call...

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: 02:04:33 : 24-Mar-2018

Divorced Spouse Benefits

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

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: 1 hour 48 minutes : 31-Mar-2018

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