Social Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408
Description
Jim and Chris discuss listener questions relating to Social Security, ethics requirements, MDF, and special needs trust funding.
(7:15 ) George looks for some clarification on his Social Security claiming strategy and personal benefit calculation.
(26:00 ) A listener provides some input on a previous show relating to a continuing education ethics requirement and looks for clarity on a survivor/spousal Social Security question.
(36:45 ) A New Jersey listener provides a AAA website/tool that can be used to calculate transportation-specific minimum dignity floor (MDF) costs.
(54:00 ) A listener in Minnesota looks for ideas on the best way to fund a special needs trust.
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