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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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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.