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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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Dec 26, 2017

Most people are aware of the IRS penalty of 10% for withdrawing money prior to age 59 ½  from an IRA or tax qualified retirement plan like a 401k. However, there are two rules which, if followed correctly, may allow a person to withdraw substantial funds WITHOUT penalty, setting up a steady income stream to cover an early retirement. Coming up next, we’ll review the rules of IRS code 72(t) and the Rule of 55, plus much more!