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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 25, 2015

Corporate inversions are the rage as corporations look to save billions of dollars in taxes by buying or merging with a foreign company in a lower tax environment, often Ireland. The law firms making it happen are racking up big fees. Just ask the team at Skadden, Arps, Slate, Meagher & Flom LLP working on Pfizer Inc.’s $155 billion deal with Allergan PLC. Their immediate task is getting the biggest tax-lowering merger in history past U.S. authorities.

Meanwhile, they are facing off with the Internal Revenue Service to get tax-free treatment for Yahoo Inc.’s spinoff of its $20 billion stake in Alibaba Group Holding Ltd.—an effort the agency dealt a setback in September—as well as shepherding a pair of other big transactions that would move U.S. companies overseas.

Steve and Sinclair review a Wall Street Journal report on whats behind the Pfizer-Allergan merger and why it is a slam dunk to occur. Hint: Pfizer stands to save at least $3 billion in taxes.

CFP®, CIMA® Murray Titterington joins the A Team to review and recap new social security rules and how widow and divorce benefits work in the new environment.