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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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Jun 23, 2015

For business owners, a defined benefit plan can result in tax deductions and retirement funding of from $100,000 to $300,000 annually, depending on which type of plan is selected. There are also "Roth-like" alternatives with more flexibility, and ways of combining several plans at once, while keeping complexity low. Steve and Sinclair review the options. In the Q & A Segment, highly rated commercial real estate attorney Christopher McNichol of the Gust Rosenfeld law firm joins the A-Team, and digs into community property issues.