Qualifying for Long-Term Care What Really Counts as Income in California

In this episode of Retire Your Way, Dale Soutas explains how California determines eligibility for long-term care benefits—and it’s not what most people think. Unlike many states, California doesn’t count assets, bank balances, or investment properties when evaluating applicants. Instead, it focuses solely on net income, including taxable retirement withdrawals and rental income after expenses. This creates powerful planning opportunities for families with aging loved ones, especially those facing sudden healthcare needs. Dale offers practical advice for navigating these rules and qualifying for vital care without draining your savings.

Soutas Financial & Insurance Solutions

333 West Shaw Avenue
Suite 106
Fresno, CA 93704

Phone: 559.230.1648
Fax: 559.230.1651

 

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