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Unknown Assets and Supplemental Security Income (SSI)

In Benefits and Employment Articles, Benefits Articles, Blog, Featured, News, Tax Resources by eri

Supplemental Security Income (SSI) beneficiaries occasionally learn they own a countable asset they weren’t aware of. For example, a beneficiary may discover that a relative had purchased stock for them and it has a cash value. In this type of situation, Social Security first determines if the SSI beneficiary has: If so, the asset is a countable resource for SSI, …

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Social Security, Benefits and Taxes

In Benefits and Employment Articles, Blog, Featured, News, Tax Resources by eri

Benefits Specialists normally do not assist clients with their taxes unless they are qualified tax preparers. However, they should have a general knowledge of how Social Security benefits may affect a person’s taxes and what credits may be available to their consumers. Title XVI and Title II Benefits are Treated Differently All Title XVI (Supplemental Security Insurance or SSI) payments …

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Ask Ben: My Spouse and I Want to Enroll in Medicare Part B. What Are Our Options?

In Ben Spec, Benefits and Employment Articles, Featured, News by Ben Spec

Good morning young Hobbits! I am at a Hobbiton where they filmed parts of the Lord of the Rings movies here in Matamata, New Zealand. Even though I still feel hungry even after my second breakfast, I’ll answer a question from Jane and Keisha. Hey Ben – My spouse and I want to enroll in Medicare Part B. Neither of …

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Gifts and Social Security Benefits

In Benefits and Employment Articles, Benefits Articles, Blog, Featured, News, Seasonal Favorite by eri

We hope you enjoy many gifts this holiday season. And remember, sometimes the best gifts don’t come in packages. Just in case, it’s a good idea to learn how gifts are viewed by Social Security for the SSDI (Social Security Disability Insurance) and SSI (Supplemental Security Income) programs. Let’s start with the easy one: SSDI. Gifts do not affect SSDI …

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Be Diverse! Strengthen Your Business and Your Community

In Advocacy, Employment Articles, Featured, News by Helena Gerritsen

When you invest in a diverse workforce, you build a team that has a depth of talent, innovation, and dedication not found in non-inclusive workforces. The more diverse your team is, the more skillful and innovative they will be in accomplishing the goals and resolving the challenges you set before them. Companies benefit in many ways from investing in a …

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Caller-ID “Spoofing” Scheme Misuses Social Security Customer Service Number

In Benefits Articles, Featured, News, Social Security Benefits by Priscilla Matthews

Social Security has received numerous reports of questionable phone calls displaying their 1-800 number on a caller-ID screen. This may be a scam! If a person claiming to be from Social Security calls you and threatens you for information or promises a Social Security benefit approval or increase in exchange for information: The reports indicate the calls display the 1-800-772-1213, …