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Social Security, Roth 401k, HSA Reimbursement, Pension Options, Trust Planning: Q&A #2630 artwork
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Social Security, Roth 401k, HSA Reimbursement, Pension Options, Trust Planning: Q&A #2630

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

Jul 25, 20261:26:19Business

Jim and Chris discuss listener emails on Social Security survivor benefit strategies, a Roth 401(k) catch-up rule loophole, HSA reimbursement for Medicare premiums, pension options including a lump sum rollover, and trus...

About This Episode

Social Security, Roth 401k, HSA Reimbursement, Pension Options, Trust Planning: Q&A #2630 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 sur...

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Episode Details

Published Jul 25, 2026, 1:26:19 long, audio available.

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