Info

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.
RSS Feed Subscribe in Apple Podcasts Android App iOS App
2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August
July
June
May
April
March
February


Categories

All Episodes
Archives
Categories
Now displaying: Page 1

Aug 20, 2015

Both on the radio and at steak dinner seminars, you will hear about the Stretch IRA. It can sound like a windfall of some sort, but there are realities--the "fortune" that is created over a fifty year period can be decimated over time by fees, inflation and poor markets. The Stretch can be a good thing, but several factors must be considered. The fact is that an IRA owner has the right to name whoever they wish to be the beneficiary of their retirement account, but what about your trust?  Steve and Sinclair dig deep into Stretch IRAs, trusts as beneficiaries, and the Restricted Beneficiary Payout designation.