Coverdell ESA – Special Needs Beneficiary

Submitted by ShipsnGiggles on Mon, 2012-12-17 18:23

Good Afternoon

Does being a special needs beneficiary of an Coverdell ESA have any impact on SSI eligibility?

Thank you!



Submitted by Alan - IRA critic on Mon, 2012-12-17 19:19

  1. Not as a resource, and no impact on distributions as long as the distributions are tax free and used for qualified educational expenses. See the following, Sec D and E:

https://secure.ssa.gov/poms.nsf/lnx/0501130460



Add new comment

Log in or register to post comments