Skip to main content
All CollectionsSocial Security
Social Security Disability Benefits
Social Security Disability Benefits

This article describes how to account for Social Security Disability benefits in My Plan.

Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

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

Did this answer your question?