IRMAA, Social Security, Roth 5-Year Rule, Rollover IRA Protections: Q&A #2619
May 9, 2026 - 1:16:12
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Chris’s Summary Jim and I are joined by Steve Sansone as we discuss cash balance plans and explain how they function as hybrid defined benefit plans that present as account-based arrangements. We cover who these plans ar...
Cash Balance Plans Explained: EDU #2552 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®. Chris’s Summary Jim and I are joined by Steve Sansone as we discuss cash balance plans and explain how they fu...
This episode belongs to The Retirement and IRA Show.
Use the player on this page to stream the episode online.
Published Dec 24, 2025, 1:14:06 long, audio available.
May 9, 2026 - 1:16:12
May 6, 2026 - 1:21:46
May 2, 2026 - 1:25:15
You can listen to Cash Balance Plans Explained: EDU #2552 online on Radio and Podcast. Open the player on this page to stream the available audio.
Cash Balance Plans Explained: EDU #2552 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®.
This episode is 1:14:06 long.
This episode was published on Dec 24, 2025.
Apr 29, 2026 - 1:44:28
Apr 25, 2026 - 1:10:38
Apr 22, 2026 - 1:10:12
Apr 18, 2026 - 1:07:15
Apr 15, 2026 - 1:23:10