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Mastering Money

Mastering Money is hosted by Certified Income Specialist™ Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strategies, estate planning, annuities, life insurance and more!
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May 22, 2018

If you are the son, daughter, brother, sister, or even a close friend of an IRA owner who has named you as their beneficiary, it's important that you—and the owner of the IRA—understand the rules that govern IRA inheritances.   Inherited, NON-SPOUSE IRA’s are a relatively new topic,  and often misunderstood.  One of the most common mistakes is the assumption that the non-spouse beneficiary can move the IRA into his or her own IRA. That’s not allowed. It must remain separate.  There are some very tricky rules that you will want to be very clear on---but we will simplify them for you today in the Market Intel segment. Then agricultural commodity expert Terry Shveda with Decadian joins us for the Q & A.  A big show today that you DON'T want to miss!  MASTERING MONEY is on the air!!