Broker Check

Special Needs Newsletter

March 2021

Courtesy of
Michael Beloff, CFP®, ChSNC®

Is It Possible to Put a Retirement Plan in a Special Needs Trust?

Retirement plans often make up a significant portion of assets. Can a retirement plan be put into a special needs trust? As with many legal questions, the answer is "it depends."


Biden Administration Undoes Key Trump Regulations Affecting People with Disabilities

In its first three weeks in office, President Biden’s administration reversed a range of high-profile Trump Administration regulations that affected people with disabilities.


Closing of Social Security Offices Has Triggered a Sharp Drop-Off in New SSI Recipients

In the latest sign of the pandemic’s ongoing and disproportionate impact on low-income people with disabilities, the number of new Supplemental Security Income (SSI) recipients hit its lowest level on record in January.


Disability-Friendly Places to Live in the U.S.: WalletHub’s Latest Survey

How do cities stack up for people with disabilities seeking the best place to live? To help answer this and more questions, the consumer finance website WalletHub has issued its latest annual Best & Worst Cities for People with Disabilities.