Broker Check


Special Needs Newsletter

October 2022

Courtesy of
Belvedere Wealth Partners


A Quick Primer on the Taxation of Social Security Disability Insurance (SSDI) Benefits

SSDI payments, like old-age Social Security retirement benefits, can be taxed, depending on the SSDI beneficiary’s other income. Here is a short primer to explain how the IRS taxes these important benefits.

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Updates to Social Security Administration Portal Make It Easier to Complete Key Tasks Online

If you currently receive - or are planning to apply for - Social Security or Supplemental Security Income, you can now visit the Social Security Administration’s recently updated My Social Security portal to complete many tasks online.

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Better Access to Medicaid? Feds Seek to Simplify Enrollment

Come 2023, a new set of rules proposed by the federal government could improve timely access to Medicaid for millions of eligible individuals.

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Before You Say 'I Do': 5 Questions to Ask Your Special Needs Attorney

If you are considering saying “I do” and currently receive SSDI, SSI, Medicaid, or any other disability-related benefits, getting married could impact your benefits.

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This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.