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The Retirement and IRA Show
With Jim, Chris & Peter

Excess Roth IRA Contributions

What happens if you contribute to your Roth I...

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: 1 hour 43 minutes : 08-Apr-2017

Ten Most Common Estate Planning Mistakes

Do you have an estate plan? If not, you shoul...

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: 1 hour 43 minutes : 15-Apr-2017

Defusing a Potential Tax Time Bomb

Jim and Chris answer a number of listeners’...

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: 1 hour 43 minutes : 22-Apr-2017

How Much Do You Know About Income Tax?

So just how much do you know about income tax...

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: 1 hour 42 minutes : 29-Apr-2017

Recap of the Retirement Income Summit

Recently, Jim attended the Retirement Income ...

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: 1 hour 42 minutes : 06-May-2017

Single Premium Immediate Annuities (part

Jim and Chris received a number of questions ...

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: 1 hour 43 minutes : 13-May-2017

Single Premium Immediate Annuities (part

As a continuation of their earlier discussion...

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: 1 hour 43 minutes : 20-May-2017

IRA Conversions and Ed Slott Updates

Jim and Chris received an email question from...

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: 1 hour 42 minutes : 03-Jun-2017

Investment Advisor Fee Pitfalls

Jim and Justin discuss the new Department of ...

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: 1 hour 46 minutes : 10-Jun-2017

Estate Planning and Dementia

A diagnosis of dementia can be devestating fo...

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: 1 hour 44 minutes : 17-Jun-2017

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