Do I Qualify For Social Security Disability Benefits?

Flowchart simplifies Social Security disability criteria including work tests and income limits.

Key Benefits

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Impact of Legal Blindness Evaluate how being legally blind affects eligibility for disability benefits, ensuring clients understand specific entitlements.
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Work Credit Requirements Clarify the number of Social Security work credits needed for disability benefit eligibility to guide clients through the qualification process.
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Work Test Details Explain the "Recent Work Test" and "Duration of Work Test" which assess eligibility based on recent and total work duration.
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Income and Spousal Impact Discuss earned income limitations and how benefits are affected if the client is a widow or a surviving divorced spouse, as well as their capacity to perform work.
Do I Qualify For Social Security Disability Benefits?

About This Resource

Our flowchart, “Do I Qualify for Social Security Disability Benefits?” breaks down the complex criteria for disability benefits, covering essential factors like legal blindness, work credits, recent and duration work tests, income limits, and implications for widows or divorced spouses.

Financial Synergies
Wealth Advisors

Financial Synergies Wealth Advisors is a fee-only financial advisor and wealth management firm located in Houston, Texas. For over thirty-five, years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients, they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them.

Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine investment management and holistic financial planning to provide total wealth management for our clients. Together, we’ll construct a financial game plan and investment strategy to meet your goals, and give you greater confidence in your future.

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Financial Synergies Wealth Advisors

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Houston, TX 77027

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