Hear Jim talk about Retire Secure for Professors and TIAA Participants with Teacher Daniel Otter, Ph.D. and Certified Financial Planner Scott Dauenhauer CFP® of 403bwise.org on their popular financial podcast for educators Teach and Retire Rich.

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Roth IRA Conversion Possibility for Non-Spouse Beneficiary

by James Lange, CPA/Attorney

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Who Gets What? Maximizing Bequests to Charity and Children with Different Financial Needs

by James Lange, CPA/Attorney

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