Displaying 4 items of More for Your Money with the tag "step-up in basis".
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Episode 53: The Idea Factory: Unpacking Annuities, NUA, and the 'Nuts and Bolts' of Investing - 12/27/2025
December 27th, 2025 | 52 mins 50 secs
10-year treasury bonds, 1035 exchanges, 12% tax bracket, albert einstein, and the 0% federal capital gains rate. dalbar research, and the perpetual snow day retirement metaphor., and the tefra act of 1982. net unrealized appreciation (nua), and value versus growth stock spreads. variable annuities, annuity rider fees, benjamin graham, chasing returns, company stock distributions, compounding interest, contract fees, cost basis, double-digit market performance, emotional decision-making, financial case studies, investment second opinions, investor underperformance, maintenance and expense (m&e) fees, mandatory annuitization dates, marginal tax bracket planning, missing insurance beneficiaries, peter lynch, price-earnings multiples, s&p 500 returns, step-up in basis, sub-account fees, warren buffett
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 41: The Cost of Investing: Evaluating Fee Platforms, Controlling Tax Gains, and Addressing the Risks of Global Inflation and the Shrinking Stock Market - 10/04/2025
October 4th, 2025 | 52 mins 50 secs
401k rollover, benchmarking, capital formation, capital gains tax, community property state, debt monetization, deficit spending, dollar extinction, enron, expense ratio, federal regulations, fee-based platform, fiat currency, fiduciary standard, full retirement age, growth versus value, hedge funds, hybrid insurance products, illiquidity, individual stocks, interval fund, investment advisory services, ira, laddered bonds, life insurance, long-term care insurance, mutual funds, private equity, publicly traded companies, reserve currency, retirement income, retirement planning, russell 1000, s&p 500, sarbanes-oxley act, sequence of return risk, shrinking stock market, social security benefits, step-up in basis, structural inflation, tax efficiency, treasury bonds, uncommon cents investing, us federal debt, worldcom
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 35: Attorney Mike Vogel on Estate Planning, Gift Tax, and Irrevocable Trusts - 08/23/2025
August 23rd, 2025 | 52 mins 50 secs
5-year look-back period, annual exclusion, asset protection, c corporations, corporate formalities, corporate work, elder law, estate planning, federal gift tax, federal reserve, fiduciary, form 1041, form 709, interest rates, irrevocable trusts, lifetime exemption, llcs, long-term care expenses, market update, medicaid planning, mike vogle, operating agreements, portability, s corporations, step-up in basis, tax knowledge, trust administration, vogel law firm
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 25: Estate Planning: Navigating Gift Tax, Irrevocable Trusts, and More with Attorney Mike Vogel - 06/14/2025
June 14th, 2025 | 52 mins 50 secs
annual exclusion, asset protection, attorney advice, business entities, corporate structures, elder law, estate planning, estate tax exemption, family wealth, farm planning, financial education, financial flexibility, form 1041, form 706, form 706 portability, form 709, gift tax, gift tax return, irrevocable trusts, janesville attorney, law firm growth, legal counsel, lifetime exemption, llc, long-term care expenses, medicaid planning, mike vogel, nursing home costs, post-death matters, private pay, probate, s corporation, step-up in basis, tax knowledge, tax returns, trust administration, vogle law firm, wisconsin estate planning
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.