
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 With Jim at the T3 conference in New Orleans, I am joined by Jake Turner to cover how to factor a defined benefit pension into retirement planning, using the situation of a 45-year-old law enforceme...
Retirement Planning With a Defined Benefit Pension: EDU #2610 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®. Chris’s Summary With Jim at the T3 conference in New Orleans, I am joined by Jake...
This episode belongs to The Retirement and IRA Show.
Use the player on this page to stream the episode online.
You can listen to Retirement Planning With a Defined Benefit Pension: EDU #2610 online on Radio and Podcast. Open the player on this page to stream the available audio.
Retirement Planning With a Defined Benefit Pension: EDU #2610 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®.
This episode is 54:23 long.
This episode was published on Mar 11, 2026.
Published Mar 11, 2026, 54:23 long, audio available.
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