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The Retirement and IRA Show
With Jim, Chris & Peter

Proposed Changes to IRAs

Jim and Chris discuss a Senate bill that list...

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: 1 hour 43 minutes : 23-Sep-2016

Questions on Social Security Benefits

Jim and Chris answer multiple listeners’ qu...

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: 1 hour 43 minutes : 01-Oct-2016

20 IRA Mistakes to Avoid

Jim is out of town, so this week we are re-...

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: 1 hour 43 minutes : 08-Oct-2016

During this show, Jim and Chris answer questi...

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: 1 hour 43 minutes : 15-Oct-2016

It’s not always a good idea to base your in...

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: 1 hour 43 minutes : 22-Oct-2016

Have you heard of a Back Door Roth IRA? This ...

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: 1 hour 43 minutes : 29-Oct-2016

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

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