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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 5, 2019

If you’re smart, tax planning is a year-round activity.  And, if you are even smarter, you will pay attention not only to the  ALLOCATION strategy for your investments, but also your LOCATION strategy. Knowing WHERE to locate your various investments inside OR outside of IRAs and Roths is something that is easily done with a little planning upfront. For example, many investors will pay taxes on mutual funds this year even though they never took out a penny from their account. They--and maybe you--will get charged for capital gains that occurred in the fund during the year even though you didn't cash in. Today, we'll point out to avoid unnecessary taxes with your investments and then get some planning insights from CPA Nick Stefaniak. An important show you don't want to miss  MASTERING MONEY is on the air!!