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The Retirement and IRA Show
With Jim, Chris & Peter

Naming a Child As a Co-Owner of a Bank o

You would think that naming a child as a co-o...

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: 1 hour 43 minutes : 23-Jan-2016

Spendthrift Children and Their Inheritan

You want to leave an inheritance to your chil...

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: 1 hour 43 minutes : 30-Jan-2016

Questions Regarding the New Social Secur

Since the Budget Bill that was passed in Nove...

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: 1 hour 43 minutes : 06-Feb-2016

The Top 7 Things That Surprised Retireme...

Retirement can be downright complex, and even...

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: 1 hour 43 minutes : 13-Feb-2016

Special Needs Trusts

What are special needs trusts? Why would some...

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: 1 hour 43 minutes : 20-Feb-2016

Intricacies of Social Security

Social Security can be a complicated and over...

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: 1 hour 43 minutes : 27-Feb-2016

Pension Lump-Sum Benefit

Jim and Chris answer listeners’ email quest...

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: 1 hour 43 minutes : 05-Mar-2016

Taxes and Roth Recharacterizations

Jim and Chris discuss what you can do to mini...

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: 1 hour 43 minutes : 12-Mar-2016

Unified Transfer to Minors Act

Do you know what an UTMA account is? Jim, Chr...

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: 1 hour 43 minutes : 19-Mar-2016

Reliability of Online Retirement Calcula

Have you seen those online retirement calcula...

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: 1 hour 43 minutes : 26-Mar-2016

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