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 review the QLAC 1098-Q and walk through how this form reports premiums, fair market value, and contract status. We compare it to Form 5498, outline how the fair market value and excess annuity p...
The QLAC 1098-Q: EDU #2549 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®. Chris’s Summary Jim and I review the QLAC 1098-Q and walk through how this form reports premiums, fair market value, and co...
This episode belongs to The Retirement and IRA Show.
Use the player on this page to stream the episode online.
Published Dec 3, 2025, 1:15:50 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 The QLAC 1098-Q: EDU #2549 online on Radio and Podcast. Open the player on this page to stream the available audio.
The QLAC 1098-Q: EDU #2549 is an episode from The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®.
This episode is 1:15:50 long.
This episode was published on Dec 3, 2025.
Apr 29, 2026 - 1:44:28
Apr 25, 2026 - 1:10:38
Apr 22, 2026 - 1:10:12
Apr 18, 2026 - 1:07:15
Apr 15, 2026 - 1:23:10