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    1. Beck ABLE Act - Tax-free Savings for Disabled

      Commentary

      Sun, 28 Dec 2014

      are also receiving benefits already under SSI and/or SSDI, you are automatically eligible ..... account. If you are not a recipient of SSI and/or SSDI, but still meet the age of ..... eligible to open an ABLE account if you meet SSI criteria regarding significant functional

    2. The ABLE Act: A Game Changer for Special-Needs Planning?

      Video Reports

      Sun, 28 Dec 2014

      needs-based programs like Medicaid or SSI . And without this type of structure, if ..... amount will disqualify that person from SSI . They can requalify once the value drops ..... 100,000 and not be disqualified from SSI . You have a payback provision if you were

      SSI found at 1:02, 5:00, 5:58

      will not be disqualifying that person from needs-based programs like Medicaid or SSI . And without this type of structure, if you have more than $2,000 in your own name, you would be disqualified from those
      get to $100,000, anything over that amount will disqualify that person from SSI . They can requalify once the value drops below $100,000, but $100,000 is an important limit there. The ABLE plan is also going
      You can have lot more than $100,000 and not be disqualified from SSI . You have a payback provision if you were using the funds of the disabled person to fund the special-needs trust. So, if
    3. Health Care Planning for Retirement

      Commentary

      Sun, 16 Nov 2014

      insurance company. Or if they raise the age at which a retiree can start receiving Medicare (like they did for my age bracket for SSI ), how would a senior get medical insurance for the years post-65 until Medicare begins? (I am pessimistically assuming

    4. Desperate For An Income Strategy

      Commentary

      Thu, 13 Nov 2014

      sister's trust account. She is 67 years old, disabled and not capable of earning any income (no pension, only a very meager SSI benefit). She has approx $110K in the trust account and this is all she will ever have so I am trying to set her account up

    5. Please help me with Roth decisions

      Commentary

      Wed, 2 Apr 2014

      slowly getting on top of my finances. I still have a lot to learn, but will keep working on it, I promise. About me: I took SSI at 62, just before much of the literature seemed say, "Don't Do That!" It covers most of my monthly fixed expenses. I

    6. What Happens if the Government Defaults? A Primer

      Headlines

      Wed, 9 Oct 2013

      payments for goods and services, reimbursements for food stamps, payments to those on public assistance programs such as TANF or SSI , payments for the big social insurance programs as Social Security OASI and disability, reimbursements to Medicare providers

    7. From Barron’s, May 27, 2013 (Part 2)

      Commentary

      Sat, 25 May 2013

      The new [ really old ] CEO at JCP has resumed strong promotional activity and that may hurt other retailers [ SHLD, KSS, SSI , BON; TGT, GPS, TJX, ROST ]. http://online.barrons.com/article/SB50001424052748704895304578495232918053410

    8. Escaping Higher Bond Rates

      Headlines

      Wed, 25 Apr 2012

      potentially lucrative escape option. Compare the SSI Convertible Income Strategy , a portfolio of converts assembled by SSI Investment Management, with key equity and ..... underlying shares. That’s reflected by the SSI portfolio’s low (0.44) correlation

    9. Planning For A Child With Special Needs

      Headlines

      Fri, 8 Oct 2010

      provides Supplemental Security Income ( SSI ) to people who are 65 or older, or who are ..... assets.” For 2010, the monthly federal SSI benefit is $674 for an individual, which ..... requirements may still be disqualified from SSI benefits because of the income earned by

    10. Centene's 2Q Tops Expectations

      Commentary

      Wed, 23 Jul 2008

      increased 18.2% from the prior year, driven by premium increases in Georgia, membership growth (especially among high-premium SSI beneficiaries), and a shift from nonrisk to risk-based plans in South Carolina. Overall membership was up 6.7% from the

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