Quote:
Originally Posted by jimbo2012
What type of professional knows these rules that one can consult with?
My accountant was not 100% sure, a financial planner I doubt it.
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The Social Security Administration publishes a geat deal of public information material both on their web site and in printed pamphlets found on racks in the reception areas of SS field offices.
It sounds like you're looking for guidance rather than information. If an attorney who specializes in "elder care" cannot give you guidance, he may know of an accountant who can help you make decisions. As you may already know, up to 1/2 of your SS may be taxable which is another part of the decision matrix.