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Mastering Money

Tune into one of the best retirement shows on the radio! Mastering Money is hosted by Certified Income Specialist™ and best selling author, Steve Jurich (pronounced Jur-itch). Steve is an experienced 20 year veteran of financial services and is licensed in securities, insurance, and real estate. He is a Certified Annuity Specialist® who reviews up to 2700 annuities on a regular basis. As a fiduciary, Steve’s clients enjoy access to the services of Fidelity Institutional, member FINRA, SIPC.
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May 19, 2015

Should you use your trust as the beneficiary of your IRA? Attorneys say it is not advised unless you have very important wording in your trust, and certain stipulations are met. Steve and Sinclair review in segment 2. Experienced real estate attorney Chris McNichol with Gust Rosenfeld joins the A-Team for the Q & A with the inside story on a high profile property at the 101 and 201 that has been mired in controversy, foreclosures, and bankruptcy with a REIT involved. Very intriguing case and very instructive.