
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 discuss the Safe Withdrawal Rate as a projection tool before retirement, but not as the distribution tool we would use for many retirees. We address Bill Bengen’s research, the 1968 retire...
Is The Safe Withdrawal Rate Useful? EDU #2618 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®. Chris’s Summary Jim and I discuss the Safe Withdrawal Rate as a projection tool before retirement,...
This episode belongs to The Retirement and IRA Show.
Use the player on this page to stream the episode online.
Published May 6, 2026, 1:21:46 long, audio available.
You can listen to Is The Safe Withdrawal Rate Useful? EDU #2618 online on Radio and Podcast. Open the player on this page to stream the available audio.
Is The Safe Withdrawal Rate Useful? EDU #2618 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®.
This episode is 1:21:46 long.
This episode was published on May 6, 2026.
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