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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 20, 2015

Famous CPA and retirement strategist Ed Slott says that Stretch IRAs will be going the way of the doh-doh bird. Slott says the Stretch is not necessarily the best way to pass an inheritance anyway. Steve and Sinclair examine Slott's recommendations for IRA beneficiaries and alternatives that are superior to the stretch. Certified Financial Planner Murray Titterington joins the A-Team in segment 3 for the Q & A to review social security strategies and an interersting case study where the file-and-suspend strategy could not be used, which surprised several clients. Murray has recently achieved the FINRA recognized designation of National Social Security Advisor. Murray is one of only 7 NSSA designees in the state of Arizona and the only one in the Phoenix/Scottsdale metro area.