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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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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!!