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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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Nov 15, 2016

Gary Kaltbaum will be here to discuss winners and losers under Trump, but first, What do you do if you inherit a Roth IRA before the age of fifty-nine and a half? What about a traditional IRA?  Does it matter how old the original IRA owner was?  And, why do so many inherited IRAs run the risk of having to pay the 50% penalty when parents pass away near Christmas?  Steve and Sinclair have the details!