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 continue last week’s EDU discussion on Roth IRA mistakes from an Investopedia article. We cover direct versus 60-day rollovers, the one-per-365-day IRA-to-IRA limit, and the 401(k) 20% withholdi...
Roth IRA Mistakes, Part 2: EDU #2602 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®. Chris’s Summary Jim and I continue last week’s EDU discussion on Roth IRA mistakes from an Investopedia article....
This episode belongs to The Retirement and IRA Show.
Use the player on this page to stream the episode online.
May 9, 2026 - 1:16:12
May 6, 2026 - 1:21:46
May 2, 2026 - 1:25:15
You can listen to Roth IRA Mistakes, Part 2: EDU #2602 online on Radio and Podcast. Open the player on this page to stream the available audio.
Roth IRA Mistakes, Part 2: EDU #2602 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®.
This episode is 59:47 long.
This episode was published on Jan 14, 2026.
Published Jan 14, 2026, 59:47 long, audio available.
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