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The Retirement and IRA Show
With Jim, Chris & Peter

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

Social Security Spousal Benefits and Oth

How exactly do Social Security Spousal Benefi...

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: 1 hour 43 minutes : 04-Mar-2017

IRAs, Taxes and Other Questions

For the first hour, Jim, Chris and Peter Scot...

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: 1 hour 42 minutes : 11-Mar-2017

Filling Your Tax Void

Jim, Chris and Justin Fundalinski describe wh...

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: 1 hour 43 minutes : 17-Mar-2017

DOL Fiduciary Rule

Jim and Chris briefly (for them) discuss the ...

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: 1 hour 43 minutes : 25-Mar-2017

What to Look For in a Retirement Plan

Jim and Chris received a couple of emails tha...

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: 1 hour 43 minutes : 31-Mar-2017

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

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