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 QLAC use cases in the context of retirement income planning and how the Treasury Department designed these annuities to function. We walk through when someone might consider using one, h...
QLAC Use Cases and Planning: EDU #2548 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®. Chris’s Summary Jim and I discuss QLAC use cases in the context of retirement income planning and how the Treas...
This episode belongs to The Retirement and IRA Show.
May 9, 2026 - 1:16:12
May 6, 2026 - 1:21:46
May 2, 2026 - 1:25:15
You can listen to QLAC Use Cases and Planning: EDU #2548 online on Radio and Podcast. Open the player on this page to stream the available audio.
QLAC Use Cases and Planning: EDU #2548 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®.
This episode is 1:12:49 long.
This episode was published on Nov 26, 2025.
Use the player on this page to stream the episode online.
Published Nov 26, 2025, 1:12:49 long, audio available.
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