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Mastering Money

Mastering Money is hosted by Certified Income Specialistâ„¢ 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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Jul 31, 2015

Many people are utilizing the "backdoor Roth IRA" as a viable tax strategy. Because the IRS income limits forbid many taxpayers from contributing directly to a Roth. the back door Roth is a way to accomplish the task and build a tax free nest egg--if you meet certain requirements! There are also some tripwires to avoid. Steve and Sinclair discuss and review. In the Q & A, CFP® Murray Titterington with IQ Wealth answers questions on Social Security claiming and the rules with regard to ex-spouses.