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 to discuss listener emails on tax filing for mega backdoor Roth contributions, use of HSA funds , I Bonds redemption timing, lowering RMD pressure, and Roth conversions. ( 6: 30) George ask...
Tax Filing, HSAs, I Bonds, RMDs, Roth Conversions: Q&A #2611 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®. Chris is joined by Jake Turner to discuss listener emails on tax filing for mega backdoor...
This episode belongs to The Retirement and IRA Show.
Use the player on this page to stream the episode online.
Published Mar 14, 2026, 1:06:13 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 Tax Filing, HSAs, I Bonds, RMDs, Roth Conversions: Q&A #2611 online on Radio and Podcast. Open the player on this page to stream the available audio.
Tax Filing, HSAs, I Bonds, RMDs, Roth Conversions: Q&A #2611 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®.
This episode is 1:06:13 long.
This episode was published on Mar 14, 2026.
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Apr 15, 2026 - 1:23:10