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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 Team

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. Determining If an Unknown Asset is a Countable Asset In this type of situation, Social Security first determines if the SSI beneficiary has: ownership …

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Social Security, Benefits and Taxes

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

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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Ask Ben: I’m Enrolled in Medicare. Is There Something I Need to Do this Fall?

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

Fall in Wisconsin!  It may not be as exotic as Paris or Africa, but who can beat these gorgeous fall colors?  As I sit here admiring the beautiful fall leaves and enjoying the crisp air, I’ll answer a question about Medicare that comes along each fall…. Dear Ben, I enrolled in Medicare when I first became eligible last May. I’ve …

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Ask Ben: Knowledge is Power!

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

After an evening of fine dining in beautiful Paris, I’m ready to answer Juanita’s question about benefits.  I always have time to empower people with questions about disability benefits.  Knowledge is power! Dear Ben, I am going to start looking for a job. This will be my first job since my disability benefits started 5 years ago. Can you tell …

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Ask Ben: Will Marriage Affect SSI and SSDI Benefits?

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

I’ve heard it’s been unusually cold in parts of the United States!  Brrrr!  Not for me….I’m staying warm in Timanfaya National Park, on the Island of Lanzarote, Spain.  The parkland here is made up entirely of volcanic soil.  It’s beautiful, and warm! I just checked my email and see I have a question about marriage and SSA Benefits. Hi Ben, …