Social Security, Roth Conversions, and Mortality Credits: Q&A #2225

June 18, 2022

Social Security, Roth Conversions, and Mortality Credits: Q&A #2225

Jim and Chris sit down to discuss listeners questions about Social Security, Roth conversions, and annuity mortality credits.

(3:30) George in North Carolina looks for clarification on his spouses Social Security benefit and whether or not it will be WEP/GPO affected.

(8:30) A listener from Wisconsin asks about the calculation for the pro-rata amount on a Roth conversion.

(23:15) George from North Carolina wonders if COVID had an effect on the insurance companies calculations regarding annuities and mortality credits.

(37:00) Georgette looks for clarification on how annuity mortality credits are included in their rate of return.

Podcast: Play in new window | Download (Duration: 54:27 — 24.9MB)

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