Info

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.
RSS Feed Subscribe in Apple Podcasts Android App iOS App
2018
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August
July
June
May
April
March
February


Categories

All Episodes
Archives
Categories
Now displaying: Page 1

Oct 29, 2015

Hold onto your hat and your wallet if you are thinking about a file-and-suspend claiming strategy with your Social Security benefits. The new two-year budget agreement between Congress will close these loopholes—file and suspend in particular-- in the Social Security rules. While it remains to be seen whether the agreement will become law in its current form, the new rules mean that anyone receiving spousal benefits under file-and-suspend would have them terminated next spring, in 2016! Congress is set to negate the various “File and Suspend” strategies that permit spousal and dependent benefits to be paid while the primary earner still receives delayed retirement credits, with no "grandfathering" of benefits. Steve and Sinclair review the early details.

In the Q & A segment, professional actuary Brad Lankford joins the A Team to educate listeners on Defined Benefit and Cash Balance plans for business owners--which can result in contributions and tax deductions of $70,000 to $200,000 or more annually, and create a permanent lifetime retirement benefit.