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The Retirement and IRA Show
With Jim, Chris & Peter

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

A Word About Fees

A listener from California wanted to know if ...

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: 1 hour 43 minutes : 21-Jan-2017

Training for Financial Planners

Did you ever wonder what qualifications are n...

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: 1 hour 43 minutes : 27-Jan-2017

12 Reasons You’ll Go Broke In Retireme

Retirement has less to do with the amount of ...

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: 1 hour 43 minutes : 04-Feb-2017

Tax Question and What To Do With RMDs

Jim, Chris and Justin Fundalinski answer a qu...

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: 1 hour 43 minutes : 11-Feb-2017

IRA Concerns and Questions

During the first half of the show, Jim and Ch...

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: 1 hour 43 minutes : 18-Feb-2017

How to Fix Errors on a 1099R Form

Jim and Chris answer listeners’ emails and ...

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: 1 hour 42 minutes : 25-Feb-2017

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