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Posts by Steve Jurich

“Should My Living Trust Be The Beneficiary of My IRA?”

Many people own revocable living trusts and consider the idea of making their trust the beneficiary of their IRA. Even before new laws were proposed, the idea was problematic. Unless your trust is specifically worded using what is known as a “conduit provision”, the trust may be a poor choice for an IRA, 401k, 403b,…

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Build Your Financial Plan With Smart Bucketing

It’s hard to blame investors for trying to save on fees and expenses when they invest their hard earned money. After all, most of us have a natural desire to save money on just about everything we do. We were raised that way—a penny saved is still a penny earned. In fact, we still raise…

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How Variable Annuities Work–What You Need To Know

The unfortunate truth about variable annuities is that they have given the industry a “black eye” allowing annuity critics and “haters” (like Ken Fisher) to state that all annuities have “high fees.” This is false. Of the four main categories of annuities, only variable annuities deduct costs directly from your principal. Immediate, fixed, and fixed…

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Don’t let “FOMO” Ruin Your Retirement

In 2013 a new word was added to the Oxford English Dictionary. It is an acronym: FOMO, and it is now officially a word you can use to win a game of Scrabble. Fear of missing out… “FOMO”… is an increasingly powerful emotion in our daily lives according to psychologists, social scientists, and yes ….INVESTMENT…

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