web01.fireside.fm Thu, 30 Apr 2026 09:02:29 -0500 Fireside (https://fireside.fm) https://moreforyourmoney.fireside.fm/tags/retirement%20distributions Sat, 29 Nov 2025 14:00:00 -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/49 23a92d7a-63f1-42c9-ac9c-8ff96d42dabf Sat, 29 Nov 2025 14:00:00 -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 John Berkley discusses a strong market week before focusing on the major complexity added by a new Wisconsin state tax law. The law exempts up to $24,000 in retirement distributions per person (age 67 or older) from state tax. This significantly alters the decision to convert to a Roth IRA, as paying conversion taxes now means forfeiting the future state tax exemption on distributions. The discussion also covered year-end tax loss selling and complex estate planning issues, highlighting how the growing intricacy of tax and investment laws necessitates the help of a financial advisor. Roth IRA conversion, Wisconsin tax law, state tax exemption, retirement distributions, age 67, $24,000 exclusion, tax planning, financial advisor, Uncommon Sense Investing, 401k contribution, pre-tax vs Roth, tax loss selling, capital gains, Schedule D, estate planning, stepped-up basis, gifting assets, beneficiaries, market review, S&P 500, NASDAQ, Russell 2000, 10-year bond, required minimum distributions, RMDs, continuity of income John Berkley discusses a strong market week before focusing on the major complexity added by a new Wisconsin state tax law. The law exempts up to $24,000 in retirement distributions per person (age 67 or older) from state tax. This significantly alters the decision to convert to a Roth IRA, as paying conversion taxes now means forfeiting the future state tax exemption on distributions. The discussion also covered year-end tax loss selling and complex estate planning issues, highlighting how the growing intricacy of tax and investment laws necessitates the help of a financial advisor.

]]> John Berkley discusses a strong market week before focusing on the major complexity added by a new Wisconsin state tax law. The law exempts up to $24,000 in retirement distributions per person (age 67 or older) from state tax. This significantly alters the decision to convert to a Roth IRA, as paying conversion taxes now means forfeiting the future state tax exemption on distributions. The discussion also covered year-end tax loss selling and complex estate planning issues, highlighting how the growing intricacy of tax and investment laws necessitates the help of a financial advisor.

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