Broker Check

Special Needs Planning Newsletter

June 2024

Courtesy of
Belvedere Wealth Partners

Social Security Is Simplifying How To Charge "Appropriate" Rent For SSI Purposes

The Social Security Administration (SSA) has published a final rule simplifying how "rent" affects Supplemental Security Income (SSI).


Individualized Education Plans in Special Needs Planning

If you have a child with special needs, you may be wondering how you can ensure that their educational needs will be met and they will get the most out of their school experience. You are not alone.


Feds Bolster Protections Against Disability Discrimination

In May 2024, the U.S. Department of Health and Human Services and its Office for Civil Rights published a final rule strengthening protections for people with disabilities.


Avoiding the Child Support - Supplemental Security Income Trap

Unfortunately, when an SSI beneficiary's parent is ordered to pay child support, those payments can end up interfering with the beneficiary's access to government benefits. But there is a solution.


The opinions voiced in these articles are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies may be suitable for you, consult the appropriate qualified professional prior to making a decision. 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.