Social Security, The Five Year Rule, Pensions, and Rollovers: Q&A #2209

The Retirement and IRA Show - A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

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Business

Jim and Chris discuss questions relating to Social Security, the five year rule, taxation of lump-sum pension payouts, and rollovers. (11:30) An Ohio listener looks for advice on the best Social Security claiming strategy for his sister in Tennessee. (28:00) A Massachusetts listener looks for clarification on the five year rule and opening a Roth […]