Host Bart Zandbergen was joined in the podcast studio by Scott Heinila to discuss Long-Term Care benefits, considerations, and possible changes. California is considering a statewide Long-Term Care Insurance program that is also known as AB 567. If passed, this bill would require residents to pay an increased income tax of 0.40% to 0.60% to cover the cost of state-funded long-term care program. In this episode, the duo discusses the importance of being informed so that each person and their families can make the right choices for their individual needs related to their long-term care options.
Learn more in the episode about:
– What Long-Term Care is, what it consists of, and what various types are available
– Possible changes coming with the proposed Long-Term Care Assembly Bill
– What tax implications should be considered
– What the state mandates would mean for California residents
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email firstname.lastname@example.org.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC (“Axxcess”), an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Axxcess and its advisors do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
The contents of this podcast do not constitute insurance advice. The Zandbergen Group is a dba of Axxcess. The Zandbergen Group, Axxcess, nor Optimized Wealth Insurance are affiliated.