Social Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408
The Retirement and IRA Show - Un pódcast de Jim Saulnier, CFP® & Chris Stein, CFP®
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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 […]
