
Investment Positioning Part 2: EDU #2632
Aug 12, 2026 - 1:17:19
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Jim and Chris discuss listener emails on whether Social Security should be compared to an annuity, Rule of 55 distribution rules, using period-certain annuities during the delay period, QLAC timing and taxes, and using a...
Social Security, Rule of 55, QLAC Timing, SPIAs: Q&A #2623 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®. Jim and Chris discuss listener emails on whether Social Security should be compared to an a...
This episode belongs to The Retirement and IRA Show.
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Published Jun 6, 2026, 1:25:47 long, audio available.