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The Retirement and IRA Show
With Jim, Chris & Peter

Roth IRA Conversion Season

It’s Roth Conversion Season again! Jim and ...

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: 1 hour 43 minutes : 05-Nov-2016

Cornucopia of Retirement Topics

Jim and Chris answer emails from listeners on...

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: 1 hour 42 minutes : 12-Nov-2016

Tax Implications of Special Needs Trusts

Jim & Chris discuss the difference between Ac...

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: 1 hour 43 minutes : 19-Nov-2016

Spousal Benefit and Estate Planning Ques

Chris and special guest Estate Planning Attor...

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: 1 hour 43 minutes : 26-Nov-2016

Mixed Bag of Topics for the Year End

Today’s show covers a mixed bag of topics. ...

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: 1 hour 42 minutes : 03-Dec-2016

New IRA Proposals

Jim, Chris and Peter Scott discuss the change...

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: 1 hour 43 minutes : 10-Dec-2016

Deadlines for Roth Conversions

The deadline for a Roth Conversion is quickly...

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: 1 hour 43 minutes : 17-Dec-2016

Beneficiary Designations

Have you taken a look lately at how beneficia...

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: 1 hour 42 minutes : 24-Dec-2016

Estate Planning

Jim, Chris and Peter Scott answer a very invo...

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: 1 hour 43 minutes : 07-Jan-2017

401(k) to Roth IRA

If you have pre and post tax money in a 401(k...

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: 1 hour 43 minutes : 14-Jan-2017

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