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Social Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408

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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.

The post Social Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408 appeared first on The Retirement and IRA Show.


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