The Great Retirement Debate with Ed Slott & Jeffrey Levine (The Great Retirement Debate with Ed Slott & Jeffrey Levine)
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| Date | Titre | Durée | |
|---|---|---|---|
| 18 Oct 2022 | Preview: The Great Retirement Debate with Ed Slott & Jeffrey Levine | 00:01:02 | |
Coming Soon!
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| 10 Nov 2022 | S1 Ep1: GRD001 - Should I Take Social Security at Age 62? | 00:20:21 | |
Episode 1: In this episode Ed and Jeffrey debate whether or not taking Social Security at age 62 is a good idea.
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| 17 Nov 2022 | S1 Ep2: GRD002 - Trusts as a Beneficiary | 00:17:21 | |
In this episode of the Great Retirement Debate, Ed and Jeffrey debate naming a trust as a beneficiary.
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| 01 Dec 2022 | S1 Ep3: GRD003 - Should I Take the Pension Lump Sum or Annuity Income Stream? | 00:20:21 | |
In this episode of the Great Retirement Debate, Ed and Jeffrey debate whether or not you should take the pension lump sum or an annuity income stream.
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| 08 Dec 2022 | S1 Ep4: GRD004 - Should I Buy Long Term Care Insurance or Self Fund? | 00:22:44 | |
In this episode of The Great Retirement Debate, Ed and Jeffrey discuss whether you should buy long-term care insurance or self fund.
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| 15 Dec 2022 | S1 Ep5: GRD005 - Should I Use a Roth IRA or Life Insurance to Provide a Legacy? | 00:22:30 | |
In this episode of the Great Retirement Debate, Ed and Jeffrey discuss whether a Roth IRA or Life Insurance is the best option in order to provide a legacy.
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| 22 Dec 2022 | S1 Ep6: GRD006 - Should I Pay Off Debt Before I Retire? | 00:18:39 | |
In this Great Retirement Debate, Ed and Jeffrey discuss whether or not you should pay off debt before retiring.
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| 05 Jan 2023 | S1 Ep7: GRD007: Should I Use a Roth IRA vs. 529 to Plan for College? | 00:25:26 | |
In this episode of the Great Retirement Debate, Ed and Jeffrey discuss saving for higher education, and whether a Roth IRA or a 529 plan is the best option for that.
*Please Note: The recently passed SECURE 2.0 allows rollovers from 529 plans to Roth IRAs. This provision is not effective until 2024. It is NOT effective for 2023, but it is generating so much talk that it is worth mentioning. | |||
| 12 Jan 2023 | S1 Ep8: GRD008 - Should I Own Cryptocurrency in My Retirement Account? | 00:19:57 | |
In this episode of the Great Retirement Debate, Ed and Jeffrey debate the pros and cons of owning cryptocurrency in your retirement account.
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| 19 Jan 2023 | S1 Ep9: GRD009 - 72(t) Payments, Yes or No? | 00:22:57 | |
In this Great Retirement Debate, the topic of discussion is 72(t) payments, yes or no?
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| 26 Jan 2023 | S1 Ep10: GRD010 - Tax Diversification | 00:20:22 | |
In this episode of the Great Retirement Debate, Ed and Jeffrey go into detail on Tax Diversification and whether or not that should be something you strive for in retirement.
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| 02 Feb 2023 | S1 Ep11: GRD011: Should I Borrow From My 401K? | 00:15:48 | |
In this episode of the Great Retirement Debate, Ed and Jeffrey explain whether or not you should borrow from your 401k if you need liquidity.
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| 09 Feb 2023 | S1 Ep12: GRD012: SECURE Act 2.0 - Deal or No Deal? Pt. 1 | 00:24:12 | |
In this episode of the Great Retirement Debate, Ed and Jeffrey debate SECURE Act 2.0 and whether it’s big deal, or not a big deal for you, the consumer, in regards to the provisions affecting required minimum distributions (RMDs), qualified charitable distributions (QCDs) and the new 10% RMD penalty.
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| 16 Feb 2023 | S1 Ep13: GRD013: SECURE Act 2.0 - Deal or No Deal? Pt. 2 | 00:21:09 | |
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 Times Article Mentioned: https://www.nytimes.com/2022/12/13/your-money/student-loans/student-debt-529-savings.html | |||
| 23 Feb 2023 | S1 Ep14: GRD014: Roth IRA vs. Roth 401k | 00:15:17 | |
In this episode of the Great Retirement Debate, Ed and Jeffrey debate which is the better option, the Roth IRA, or the Roth 401k.
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| 02 Mar 2023 | S1 Ep15: GRD015: Should I Downsize in Retirement? | 00:18:53 | |
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.
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| 09 Mar 2023 | S1 Ep16: GRD016: Gifting Vs. Inheriting | 00:22:36 | |
In this episode of the Great Retirement Debate, Ed and Jeffrey weigh the pros and cons of gifting versus inheriting.
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| 16 Mar 2023 | S1 Ep17: GRD017: To Convert Or Not To Convert Pt. 1 | 00:14:42 | |
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.
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| 23 Mar 2023 | S1 Ep18: GRD018: To Convert or Not To Convert Pt. 2 | 00:16:50 | |
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.
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| 30 Mar 2023 | S1 Ep19: GRD019 - Season 1 Finale and Recap | 00:21:25 | |
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.
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| 18 Apr 2024 | S2 Ep1: GRD020: Should I Use the Still Working Exception? | 00:16:18 | |
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, their end goal is to provide the good, bad and necessary information to make an informed decision. Each episode is a knockout of information leaving you, the consumer, the real winner. Tune in for new episodes every other Thursday! Ed Slott, CPA Ed Slott and Company irahelp.com ---------------------------------------- Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™ Buckingham Strategic Wealth buckinghamstrategicwealth.com | |||
| 02 May 2024 | S2 Ep2: GRD021: Should I Treat My Children Equally With My Inheritance? | 00:20:17 | |
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 they may not always see eye to eye, their end goal is to provide the good, bad and necessary information to make an informed decision. Each episode is a knockout of information leaving you, the consumer, the real winner. Tune in for new episodes every other Thursday! Ed Slott, CPA Ed Slott and Company irahelp.com ---------------------------------------- Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™ Buckingham Strategic Wealth buckinghamstrategicwealth.com 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/ | |||
| 16 May 2024 | S2 Ep3: GRD022: Can I Trust the Government Roth? | 00:14:56 | |
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, their end goal is to provide the good, bad and necessary information to make an informed decision. Each episode is a knockout of information leaving you, the consumer, the real winner. Tune in for new episodes every other Thursday! Ed Slott, CPA Ed Slott and Company irahelp.com ---------------------------------------- Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™ Buckingham Strategic Wealth buckinghamstrategicwealth.com 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/ | |||
| 30 May 2024 | S2 Ep4: GRD023: Should I Act Now Before TCJA Sunsets? | 00:23:01 | |
In this episode of the Great Retirement Debate, Ed and Jeff discuss what you should be doing before the Tax Cuts and Jobs Act comes to an end.
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, their end goal is to provide the good, bad and necessary information to make an informed decision. Each episode is a knockout of information leaving you, the consumer, the real winner. Tune in for new episodes every other Thursday! Ed Slott, CPA Ed Slott and Company irahelp.com ---------------------------------------- Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™ Buckingham Strategic Wealth buckinghamstrategicwealth.com 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/ | |||
| 13 Jun 2024 | S2 Ep5: GRD024: Should I Avoid Certain Investments in My IRA or Roth IRA? | 00:16:54 | |
In this episode of the Great Retirement Debate, Ed and Jeff discuss investments to avoid in your retirement accounts.
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, their end goal is to provide the good, bad and necessary information to make an informed decision. Each episode is a knockout of information leaving you, the consumer, the real winner. Tune in for new episodes every other Thursday! Ed Slott, CPA Ed Slott and Company irahelp.com ---------------------------------------- Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™ Buckingham Strategic Wealth buckinghamstrategicwealth.com 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/ | |||
| 27 Jun 2024 | S2 Ep6: GRD025: Should I Roll Over My 401K to My IRA if I’ve Been Laid Off? | 00:14:38 | |
In this episode of the Great Retirement Debate, Ed and Jeff discuss the next steps with company plans in the case of a layoff.
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! Ed Slott, CPA Ed Slott and Company irahelp.com ---------------------------------------- Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™ Buckingham Strategic Wealth buckinghamstrategicwealth.com 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/ | |||
| 11 Jul 2024 | S2 Ep7: GRD026: Should I Use a Roth IRA to Save for College Education? | 00:17:50 | |
In this episode of the Great Retirement Debate, Ed and Jeff discuss if it is a good idea to utilize Roth IRA accounts to save for college education.
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, their end goal is to provide the good, bad and necessary information to make an informed decision. Each episode is a knockout of information leaving you, the consumer, the real winner. Tune in for new episodes every other Thursday! Ed Slott, CPA Ed Slott and Company irahelp.com ---------------------------------------- Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™ Buckingham Strategic Wealth buckinghamstrategicwealth.com 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/ | |||
| 25 Jul 2024 | S2 Ep8: GRD027: Should I Give My IRA to Charity at Death? | 00:18:08 | |
In this episode of the Great Retirement Debate, Ed and Jeff discuss whether or not you should leave your IRA to charity at your death.
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, their end goal is to provide the good, bad and necessary information to make an informed decision. Each episode is a knockout of information leaving you, the consumer, the real winner. Tune in for new episodes every other Thursday! Ed Slott, CPA Ed Slott and Company irahelp.com ---------------------------------------- Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™ Buckingham Strategic Wealth buckinghamstrategicwealth.com 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/ | |||
| 08 Aug 2024 | S2 Ep9: GRD028: Should I Invest My IRA Money in My Business? | 00:14:26 | |
In this episode of the Great Retirement Debate, Ed and Jeff discuss whether or not you should invest your IRA fund into your own business.
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, their end goal is to provide the good, bad and necessary information to make an informed decision. Each episode is a knockout of information leaving you, the consumer, the real winner. Tune in for new episodes every other Thursday! Ed Slott, CPA Ed Slott and Company irahelp.com ---------------------------------------- Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™ Buckingham Strategic Wealth buckinghamstrategicwealth.com 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/ | |||
| 05 Sep 2024 | S3 Ep1: GRD029: What’s the Single Biggest Mistake Retirees Make? | 00:12:41 | |
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss what they believe to be the single biggest mistake retirees make.
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| 19 Sep 2024 | S3 Ep2: GRD030: How Long Should You Plan To Live? | 00:18:51 | |
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine talk about how long you should plan to live, and how you should handle your retirement accordingly.
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| 03 Oct 2024 | S3 Ep3: GRD031: Should You Fix Missed RMDs? | 00:18:26 | |
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not it’s worthwhile to fix missed required minimum distributions and what the next best options are.
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| 17 Oct 2024 | S3 Ep4: GRD032: Should I Invest Differently in My IRA vs My Roth IRA | 00:18:02 | |
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not you should invest differently between your traditional IRA and Roth accounts.
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| 31 Oct 2024 | S3 Ep5: GRD033: Should I Change Financial Advisors When I Retire? | 00:19:08 | |
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not it is a wise choice to change financial advisors upon retirement.
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| 14 Nov 2024 | S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover? | 00:20:14 | |
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine debate whether or not the 529 to Roth IRA rollover is worthwhile.
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| 27 Nov 2024 | S3 Ep7: GRD035: Should I Aim for a Zero Percent Tax Rate in Retirement? | 00:15:18 | |
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not you should aim for a zero percent tax rate in retirement.
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