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The early withdrawal penalty has been very effective at forcing retirement plan owners to keep money in their retirement accounts, but if a retirement account owner becomes disabled, the IRS [...]

The Social Security Administration (SSA) has finally decided that it can’t have it both ways when it comes to gay couples it once claimed weren’t married.

A notorious Kentucky attorney who called himself "Mr. Social Security" has been indicted in federal court after an ongoing FBI investigation uncovered evidence that he worked with doctors and [...]

I know that a special needs trust cannot pay for food or shelter for an SSI beneficiary without affecting her benefits.  But what about paying for food or shelter for an SSDI beneficiary?

The famed recording artist Prince died leaving an unknown fortune and possibly no will or estate plan to dictate what to do with that fortune. 

I receive Supplemental Security Income (SSI) benefits.  If I suddenly receive $10,000, can I immediately gift the money to my adult child who does not have special needs and still [...]

With a special needs trust that requires Medicaid to be paid back following the beneficiary’s death, what is the statute of limitations for that repayment? If Medicaid has not asked to [...]

The Department of Labor has issued new rules aimed at helping those saving for retirement. The rules are intended to prevent financial advisors from steering their clients to bad investments [...]

If you or a loved one has been diagnosed with Alzheimer's disease, it is important to start planning immediately.

The Department of Social Services of the City of New York cannot claim the remainder of a deceased woman's proposed special needs trust that named the agency as the proposed remainder [...]