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BenefitsLink > Q&A Columns >

Stop, Look & Listen: Railroad Retirement Benefits Q&A

Answers are provided by Robert S. Kaufman

Do Investmennts Affect Entitlement to a Disability Annuity?

(Posted April 1, 2013)

Question 996: I own an LLC and a corporation as investments. At this point I have no income from either as they were in start-up stage and both require more funding. Now that I am in the process of being put on permanent disability from the railroad, how will these investments affect my claiming disability payments from Railroad Retirement? The businesses are being managed by my partners.

Answer: Your investments are passive as long as you don't actively manage them.

If the Railroad Retirement Board (RRB) grants you a Disability Annuity and you become more active in your investments, you should tell the RRB immediately.


Important notice:

Answers are provided as general guidance on the subjects covered in the question and are not provided as legal advice to the questioner or to readers. Any legal issues should be reviewed by your legal counsel to apply the law to the particular facts of this and similar situations.

The law in this area changes frequently. Answers are believed to be correct as of the posting dates shown. The completeness or accuracy of a particular answer may be affected by changes in the law (statutes, regulations, rulings, court decisions, etc.) that occur after the date on which a particular Q&A is posted.


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