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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 31, 2016

Five years ago, the first baby boomers started hitting age 65. Fast forward to today: 10,000 baby boomers a day start turning 70 this year. This could mean that a lot of the money that has been holding up and supporting the markets for three decades will be coming out for income due to Required Minimum Distributions (RMDs).  Will they put the money in the bank or put it back into the market? How will it affect stock prices over time?  Steve and Sinclair review RMD rules outlined in the Wall Street Journal by an attorney who specializes in RMDs. Then, in the Q & A,  Steve gives a consumer alert on annuity bonuses, death benefits, and income benefits--and what to look for and be careful about.