Social Security Disability Benefits

If you are receiving Social Security Disability, the best way to model the income in My Plan is to set up a pension.

STEP 1: Head on over to My Plan > Income > Pensions

STEP 2: Press Add a Pension +

STEP 3: Enter a descriptive name, Social Security Disability, for example

STEP 4: Enter your monthly benefit

STEP 5: Enter the start and stop ages

STEP 6: Adjust the optimistic and pessimistic growth rates to match your Social Security COLA assumptions

STEP 7: Select the appropriate tax treatment

STEP 8: Save