IRMAA, Social Security, Roth 5-Year Rule, Rollover IRA Protections: Q&A #2619
May 9, 2026 - 1:16:12
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Jim and Chris discuss listener emails on Social Security timing for HSA contributions, investing in a SPIA vs buffered ETFs, and using SEPP 72(t) income to manage ACA credits. (7:00) A listener describes delaying a Socia...
Social Security, SPIAs, SEPP 72(t): Q&A #2605 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®. Jim and Chris discuss listener emails on Social Security timing for HSA contributions, investing in a SP...
This episode belongs to The Retirement and IRA Show.
Use the player on this page to stream the episode online.
Published Jan 31, 2026, 1:36:05 long, audio available.
May 9, 2026 - 1:16:12
May 6, 2026 - 1:21:46
May 2, 2026 - 1:25:15
You can listen to Social Security, SPIAs, SEPP 72(t): Q&A #2605 online on Radio and Podcast. Open the player on this page to stream the available audio.
Social Security, SPIAs, SEPP 72(t): Q&A #2605 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®.
This episode is 1:36:05 long.
This episode was published on Jan 31, 2026.
Apr 29, 2026 - 1:44:28
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Apr 22, 2026 - 1:10:12
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Apr 15, 2026 - 1:23:10