Common misconceptions about Social Security
The minimum number of Work Credits to qualify for SS Retirement is 40 Credits or 10 years of work.
Do the 40 Credits enable a client to file for SS Disability as well? Contact us for more information.
Social Security (SS)
Specialist information & filing for benefits.
Supplemental Security Income (SSI)
Specialist information & filing for benefits.
Appeals & Waivers
Consulting & advice relating to these issues.
McRoberts Consulting
McRoberts Consulting offers highly personalized and specialist services in support of Social Security (SS) and Supplemental Security Income (SSI). Our services include:
- Provide general information concerning SS & SSI benefits.
- Assist with filing for SS Retirement, Disability, Dependents, Survivors & Medicare benefits.
- Assist with filing for SSI Aged, Disabled & Blind benefits.
- Assist with SS & SSI forms completion for clients filing for benefits for the first time.
- Help the client file an Appeal such as a Reconsideration or Hearing.
- Helping clients with SS & SSI overpayments & waiver of overpayments.
- Present SS & SSI seminars tailored to the interests & needs of your group or organization.
- Presenting for Scripps Health Foundation, Arc of San Diego, and the Professional Fiduciary Association of California (PFAC).
Social Security (SS) & Supplemental Security Income (SS)
SS and SSI are programs administered by the Social Security Administration. Both programs are often confused by clients and professionals alike.
SS is an earned benefit. That is, the client must pay into SS through wages (W-2) or net earnings from self employment. SS is Retirement, Disability, Dependents, Survivors and Medicare.
SSI is a needs based (welfare) benefit. In order to qualify the SSI program evaluates: Citizenship or Legal Admission to the US, Marital Status, Living Arrangements and State of Residence, Income and Resources. SSI benefits are: Disabled — 1 day to 64 years 11 months; Aged — 65 years up; Blind — any age.
SS & SSI Topics
McRoberts Consulting has extensive experience assisting clients and professionals alike. We can help guide you through many common issues which can negatively effect your benefits.
Social Security benefits you may not be aware of
There are Dependent and Survivor benefits for stepchildren, grandchildren, stepgrandchildren, adopted children and dependent parents.
Contact us for more information.
Timely Appeals & Waivers can be worth the effort
Read letters closely for Appeal information and time limits. Appeal time limits can be crucial to a successful outcome.
Contact us for more information.
McRoberts Consulting offers highly personalized and specialist services in support of Social Security (SS) and Supplemental Security Income (SSI)