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Mastering Money

Mastering Money is hosted by Certified Income Specialistâ„¢ Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strategies, estate planning, annuities, life insurance and more!
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May 26, 2015

How do fixed index annuities really work? Is your money at risk, or is your principal safe and protected at all times?  Most people are not aware that Fixed Index Annuities are more like fixed annuities than variable annuities. In fact, no no one has ever lost a penny to the market in any fixed index annuity from any company since their inception in 1995. That means they survived and thrived through two of the biggest stock market crashes of all time: 2000-2002, and of course 2008. Now, with advanced income riders, FIAs--whether you call them "new generation" or "hybrid" (marketing nicknames for the identical annuities) have arrived as effective 401k/430b and IRA rollovers. In the Q & A, Steve answers the most pressing and common questions about annuities.