Aug 15, 2018

Do you know what a Non Qualified Deferred Compensation plan is and how it differs from a 401k, 403b, or 457 plan? Are you retiring with one soon?  Are you clear on  the tax challenges with Deferred Comp and are there any special RISKS you should know about? Are there annuities available for your rollover IRA that protect principal, without a cap and have ZERO fee deductions?  And, when it comes to annuities, do you know the difference between the terms "pensionizing" and "ANNUITIZING" and which is preferable? Steve has the answers to these questions and more... MASTERING MONEY IS ON THE AIR!