The Great Retirement Debate with Ed Slott & Jeffrey Levine

May 15 2024 114

The Great Retirement Debate with Ed Slott & Jeffrey Levine Podcast artwork

On the Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Their end goal is to provide the good, bad and necessary information to make informed decisions. Each episode is a knockout of information leaving you, the consumer, the real winner. Tune in for new episodes every other Thursday! Action Rock by LesFM | https://lesfm.net/motivational-background-music/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

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S2 Ep3: GRD022: Can I Trust the Government Roth?

May 15 2024 14 mins

In this episode of the Great Retirement Debate, Ed and Jeff discuss whether or not you should trust the government Roth. On The Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Though they may not always see eye to eye, the

S2 Ep2: GRD021: Should I Treat My Children Equally With My Inheritance?

May 01 2024 20 mins

In this episode of the Great Retirement Debate, Ed and Jeff discuss if you should treat your children equally when it comes to what you will be passing down. On The Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Though th

S2 Ep1: GRD020: Should I Use the Still Working Exception?

Apr 17 2024 16 mins

In this episode of the Great Retirement Debate, Ed and Jeff discuss if you should use the “Still Working” exception. On The Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Though they may not always see eye to eye, the

S1 Ep19: GRD019 - Season 1 Finale and Recap

Mar 29 2023 21 mins

In the final episode of season 1 on The Great Retirement Debate, Ed and Jeff discuss the topics covered over the last 18 episodes and what to expect from The Great Retirement Debate going forward.

S1 Ep18: GRD018: To Convert or Not To Convert Pt. 2

Mar 22 2023 16 mins

In this episode of the Great Retirement Debate, Ed and Jeffrey continue the discussion on whether you should convert or not convert your IRA to a Roth IRA.

S1 Ep17: GRD017: To Convert Or Not To Convert Pt. 1

Mar 15 2023 14 mins

In this episode of the Great Retirement Debate, Ed and Jeffrey discuss whether you should convert or not convert your IRA to a Roth IRA.

S1 Ep16: GRD016: Gifting Vs. Inheriting

Mar 08 2023 22 mins

In this episode of the Great Retirement Debate, Ed and Jeffrey weigh the pros and cons of gifting versus inheriting.

S1 Ep15: GRD015: Should I Downsize in Retirement?

Mar 01 2023 18 mins

In this episode of the Great Retirement Debate, Ed and Jeffrey debate whether or not it’s a good strategy to downsize your home in retirement.

S1 Ep14: GRD014: Roth IRA vs. Roth 401k

Feb 22 2023 15 mins

In this episode of the Great Retirement Debate, Ed and Jeffrey debate which is the better option, the Roth IRA, or the Roth 401k.

S1 Ep13: GRD013: SECURE Act 2.0 - Deal or No Deal? Pt. 2

Feb 15 2023 21 mins

In this episode of the Great Retirement Debate, Ed and Jeffrey debate SECURE Act 2.0 once again for part 2 of whether it’s big deal, or not a big deal for you, the consumer. This time around, the focus is on the Roth related provisions. Jeff's Blog Article Mentioned: https://www.kitces.com/blog/using-a-family-dynasty-529-plan-for-multigenerational-college-planning/ New York Ti