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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 9, 2019

It’s almost a certainty that in the decades ahead taxes will RISE. The specter of that becoming reality is why many people start contributing to Roth IRAs, or even more proactive—converting current traditional IRAs INTO ROTH IRAs.   But there are consequences. And that’s what leads to the question:  Should You Start a Roth Conversion …..Or Not?  There are several rules of thumb that CPAs point out. We'll review those today, and then hear directly from a CPA with a Masters Degree in Taxation, Nick Stefaniak. An informative show you don't want to miss, MASTERING MONEY is on the air!!