web02.fireside.fm Wed, 06 May 2026 08:07:59 -0500 Fireside (https://fireside.fm) https://moreforyourmoney.fireside.fm/tags/required%20minimum%20distributions%20(rmd) Sat, 31 Jan 2026 11:00:00 -0500 More for Your Money, hosted by John Berkley of Uncommon Cents Investing, is a weekly radio show airing Saturdays at 9:06 AM on WCLO. With over 40 years of experience in portfolio management, John shares expert insights on investing, retirement planning, and wealth-building strategies. Whether you're looking for smart ways to grow your portfolio, navigate market trends, or make informed financial decisions, this show delivers practical advice tailored to everyday investors. Tune in each week for thoughtful discussions, listener questions, and actionable strategies to help you make the most of your money. Disclosure: https://bit.ly/3Yc920O af episodic An Uncommon 'Cents' approach to investing Uncommon Cents Investing More for Your Money, hosted by John Berkley of Uncommon Cents Investing, is a weekly radio show airing Saturdays at 9:06 AM on WCLO. With over 40 years of experience in portfolio management, John shares expert insights on investing, retirement planning, and wealth-building strategies. Whether you're looking for smart ways to grow your portfolio, navigate market trends, or make informed financial decisions, this show delivers practical advice tailored to everyday investors. Tune in each week for thoughtful discussions, listener questions, and actionable strategies to help you make the most of your money. Disclosure: https://bit.ly/3Yc920O no More for Your Money, hosted by John Berkley of Uncommon Cents Investing, is a weekly radio show airing Saturdays at 9:06 AM on WCLO. With over 40 years of experience in portfolio management, John shares expert insights on investing, retirement planning, and wealth-building strategies. Whether you're looking for smart ways to grow your portfolio, navigate market trends, or make informed financial decisions, this show delivers practical advice tailored to everyday investors. Tune in each week for thoughtful discussions, listener questions, and actionable strategies to help you make the most of your money. Uncommon Cents Investing sheena@uncommoncentsinvesting.com https://moreforyourmoney.fireside.fm/58 b91c1b76-081d-4c30-992d-f89931590537 Sat, 31 Jan 2026 11:00:00 -0500 Uncommon Cents Investing full Uncommon Cents Investing Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money. 52:50 no <p>In this episode of More for Your Money, John Berkley and Kit Carson explore the "rest of the story" regarding Roth IRA conversions. Berkley outlines the "whys" of converting, such as legacy planning for adult children or protecting high-value estates, alongside "why-nots" like potential IRMAA increases or Social Security taxation. A major highlight is the new Wisconsin tax exemption, allowing residents 67 and older to exclude up to $24,000 of retirement income per person from state taxes. The duo emphasizes integrating these variables with investment strategies, reminding listeners that retirement planning requires thorough "homework" and professional consultation. </p> Roth IRA conversion, traditional IRA, retirement planning, tax bracket planning, 12 percent tax bracket, adjusted gross income, AGI, federal estate tax, 15 million estate limit, 30 million estate limit, market decline conversion strategy, market valuation, price to earnings ratio, trust taxation, Wisconsin retirement tax exemption, Wisconsin tax law change, 24000 dollar retirement income exclusion, Wisconsin seniors tax break, Janesville financial advisor, IRMAA, income related monthly adjustment amount, Medicare Part B premiums, Social Security taxation, Qualified Charitable Distribution, QCD, long-term care tax deduction, required minimum distribution, RMD age 73, RMD age 75 In this episode of More for Your Money, John Berkley and Kit Carson explore the "rest of the story" regarding Roth IRA conversions. Berkley outlines the "whys" of converting, such as legacy planning for adult children or protecting high-value estates, alongside "why-nots" like potential IRMAA increases or Social Security taxation. A major highlight is the new Wisconsin tax exemption, allowing residents 67 and older to exclude up to $24,000 of retirement income per person from state taxes. The duo emphasizes integrating these variables with investment strategies, reminding listeners that retirement planning requires thorough "homework" and professional consultation.

]]> In this episode of More for Your Money, John Berkley and Kit Carson explore the "rest of the story" regarding Roth IRA conversions. Berkley outlines the "whys" of converting, such as legacy planning for adult children or protecting high-value estates, alongside "why-nots" like potential IRMAA increases or Social Security taxation. A major highlight is the new Wisconsin tax exemption, allowing residents 67 and older to exclude up to $24,000 of retirement income per person from state taxes. The duo emphasizes integrating these variables with investment strategies, reminding listeners that retirement planning requires thorough "homework" and professional consultation.

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