Montana Medical Care Savings Accounts
(Separate Website)
A medical care savings account (MSA) can provide a reduction in your Montana income tax. This article explains who is eligible, what expenses are allowed, and how to set up a MSA.
By: Montana State University Extension
Protect Your Tax Refund
Information about avoiding rapid refunds, quick cash loans, refund debit and cash cards, high-priced tax preparation fees, and refund down-payments offers. This information is provided to the public by the Montana Credit Unions for Community Development.
By: Low Income Taxpayer Clinic (LITC)
Social Security Frequently Asked Questions
(Separate Website)
Answers to common questions regarding Social Security.
By: Social Security Administration (SSA)
Talking With Aging Parents About Finances
(Separate Website)
This article discusses several legal options for older people who need assistance in managing their finances or who may need assistance in the future. These include joint checking accounts, powers of attorney, living trusts, appointment of a representative payee, conservatorship, and guardianship. This article also adresses the advantages and disadvantages of each alternative that must be weighed in light of your specific family circumstances.
By: Montana State University Extension
Earned Income Tax Credit Checklist
Information on how to apply for the Earned Income Tax Credit (EIC).
By: Montana Legal Services Association (MLSA)
Prepaid Debit Cards for Social Security and SSI Benefits If you receive social security benefits, you can now sign up for an SSI prepaid debit card. Your SSI benefits will be automatically deposited onto this card, which can be used just like a regular debit or credit card. The card provides a safe way to collect and use your benefits, and provides extra security against fraud.
By: National Consumer Law Center (NCLC)
Social Security Retirement Estimator
(Separate Website)
The SSA has created a calculator to help give you an idea of what your retirement benefits will be when you choose to retire. Just enter some basic information, and the calculator will give you a personal estimate.
By: Social Security Administration (SSA)
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