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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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Mar 21, 2019

Many people in retirement wonder if it's too late to begin converting taxable IRAs into non-taxable Roth IRAs. All of us would prefer to be income tax-free in retirement, but converting to Roth is a case of trading short term pain for long term gain. It is easy to talk about doing, but not everyone is ready to begin the process. Well, under the new tax law, a strategy has emerged that could allow you to make the conversion with the least amount of pain. It's called "filling up the middle brackets" and we'll review it today, plus Steve will share tips on building retirement wealth...the SMART WAY. You don't want to miss it...MASTERING MONEY is on the air!!