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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 23, 2018

Yesterday on Mastering Money, we reviewed what are known as non-spouse inherited IRAs. We learned that the rules for IRAs left to a brother, sister, niece, nephew, or other non-spouse have very specific rules that must be followed to a “T” by the beneficiary. Today, we'll review the many choices that a surviving spouse has when inheriting an IRA, including whether or not to take over the IRA herself or to remain a beneficiary, and three key strategies for making sure your  surviving spouse is well taken care of, even without buying any life insurance. You've got questions, we've got answers--MASTERING MONEY IS ON THE AIR!