IRMAA, Social Security, Roth 5-Year Rule, Rollover IRA Protections: Q&A #2619
May 9, 2026 - 1:16:12
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Chris is joined by Jake Turner, while Jim is traveling, to discuss listener emails on Social Security spousal benefits, wash sales across brokerage and IRA accounts, estimated tax payments for Roth conversions, and tax w...
Social Security, Wash Sales, Taxes: Q&A #2617 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®. Chris is joined by Jake Turner, while Jim is traveling, to discuss listener emails on Social Security sp...
This episode belongs to The Retirement and IRA Show.
Use the player on this page to stream the episode online.
Published Apr 25, 2026, 1:10:38 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, Wash Sales, Taxes: Q&A #2617 online on Radio and Podcast. Open the player on this page to stream the available audio.
Social Security, Wash Sales, Taxes: Q&A #2617 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®.
This episode is 1:10:38 long.
This episode was published on Apr 25, 2026.
Apr 29, 2026 - 1:44:28
Apr 22, 2026 - 1:10:12
Apr 18, 2026 - 1:07:15
Apr 15, 2026 - 1:23:10
Apr 11, 2026 - 1:24:36