More for Your Money

Episode 58: Roth IRA Conversions: The Whys, the Why-Nots, and the Wisconsin Tax Exemption - 01/31/2026

January 31st, 2026  |  52 mins 50 secs

$30 million married limit, 000 retirement income exclusion, 12% federal tax bracket, 15 million single limit, 24, 40% estate tax rate. market decline strategy, adjusted gross income (agi), federal estate tax, investment homework, irmaa, janesville financial advisor, medical expense deductions, medicare part b premiums, paul harvey, price to earnings ratio, qualified charitable distributions (qcd), required minimum distributions (rmd), retirement planning, roth ira conversions, s&p 500 performance. long-term care expenses, social security taxation, state tax law change, stock market valuation, taking investment distributions, the rest of the story, trust taxation, wisconsin senior tax exemption

Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.