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.


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.


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.


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.


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.