By Marvin Rotenberg, IRA Technical Expert
The National Council on Aging maintains a web tool at www.BenefitsCheckUp.org that can help adults over age 55 figure out which of the more than 2,000 federal, state and private benefits programs they might qualify for based on their financial situation and location.
Many of the programs offered have income limitations, but you might be pleasantly surprised to find that some benefits are available to seniors who don’t qualify for federal poverty programs. These free programs range from housekeeping services and eye exams to transportation to daily activities and employment training. There’s even a special property-tax refund for which one may qualify.
To determine your eligibility for benefits, you will need to provide certain information such as your income from various sources (pensions, Social Security, etc.,) and your expenditures for mortgage or rent and other expenses. You might be surprised as to what you will find and, best of all, the website is free!
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