
IRMAA, Social Security, Roth 5-Year Rule, Rollover IRA Protections: Q&A #2619
May 9, 2026 - 1:16:12
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If you want to skip over some weather banter you can go to (14:15). Chris’s Summary Jim and I review Roth IRA mistakes and walk through key rules on earned income eligibility, income limits, spousal contributions, excess...
Roth IRA Mistakes, Part 1: EDU #2601 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®. If you want to skip over some weather banter you can go to (14:15). Chris’s Summary Jim and I review Roth IRA mis...
This episode belongs to The Retirement and IRA Show.
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You can listen to Roth IRA Mistakes, Part 1: EDU #2601 online on Radio and Podcast. Open the player on this page to stream the available audio.
Roth IRA Mistakes, Part 1: EDU #2601 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®.
This episode is 1:11:52 long.
This episode was published on Jan 7, 2026.
Published Jan 7, 2026, 1:11:52 long, audio available.
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