Broker Check

Special Needs Newsletter

September 2021

Courtesy of
Michael Beloff, CFP®, ChSNC®

Michael Beloff joins Advisory Board of the US Autism Association

Michael was recently selected to join the Advisory Board of the US Autism Association.  The mission of the US Autism Association is to provide opportunity for all individuals on the Autism Spectrum to achieve their fullest potential by expanding and enriching the Autism community through education, online training, published and electronic information and resources, and partnerships with local and national projects. More information about the US Autism Association can be found here -

Never Say Never: Navigating the Appeals Process if You’ve Been Denied Social Security Disability Benefits

The appeals process after being denied Social Security disabilities benefits is a long and winding road, but worth navigating. Here’s what is involved, at every level.


Leaving an IRA to a Special Needs Trust Is No Longer Such a Bad Idea

An exception to the SECURE Act's otherwise stringent rules about distributions from inherited IRAs potentially changes longstanding advice about leaving retirement funds to a special needs trust. 


Pandemic Payments Now Won’t Affect SSI Benefits or Eligibility at All

Pandemic-related financial assistance will no longer affect an individual’s eligibility for Supplemental Security Income (SSI) or the benefit amount, the Social Security Administration (SSA) has announced.


Guide Helps People with Disabilities Prepare for a Disaster Emergency

Is your family prepared for nature’s wrath and other disasters? A new guide has tips on how to ensure people with disabilities have everything they need in an emergency—well ahead of time.