The Great Retirement Debate with Ed Slott & Jeffrey Levine

S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover? Nov 14, 2024

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.

S3 Ep5: GRD033: Should I Change Financial Advisors When I Retire? Oct 31, 2024

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.

S3 Ep4: GRD032: Should I Invest Differently in My IRA vs My Roth IRA Oct 17, 2024

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.

S3 Ep3: GRD031: Should You Fix Missed RMDs? Oct 03, 2024

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.

S3 Ep2: GRD030: How Long Should You Plan To Live? Sep 19, 2024

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.

S3 Ep1: GRD029: What’s the Single Biggest Mistake Retirees Make? Sep 05, 2024

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.

S2 Ep9: GRD028: Should I Invest My IRA Money in My Business? Aug 08, 2024

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/

S2 Ep8: GRD027: Should I Give My IRA to Charity at Death? Jul 25, 2024

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/

S2 Ep7: GRD026: Should I Use a Roth IRA to Save for College Education? Jul 11, 2024

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/

S2 Ep6: GRD025: Should I Roll Over My 401K to My IRA if I’ve Been Laid Off? Jun 27, 2024

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/

S2 Ep5: GRD024: Should I Avoid Certain Investments in My IRA or Roth IRA? Jun 13, 2024

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/

S2 Ep4: GRD023: Should I Act Now Before TCJA Sunsets? May 30, 2024

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/

S2 Ep3: GRD022: Can I Trust the Government Roth? May 16, 2024

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/

S2 Ep2: GRD021: Should I Treat My Children Equally With My Inheritance? May 02, 2024

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/

S2 Ep1: GRD020: Should I Use the Still Working Exception? Apr 18, 2024

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

S1 Ep19: GRD019 - Season 1 Finale and Recap Mar 30, 2023

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 23, 2023

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 16, 2023

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 09, 2023

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 02, 2023

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 23, 2023

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 16, 2023

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

S1 Ep12: GRD012: SECURE Act 2.0 - Deal or No Deal? Pt. 1 Feb 09, 2023

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.

S1 Ep11: GRD011: Should I Borrow From My 401K? Feb 02, 2023

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.

S1 Ep10: GRD010 - Tax Diversification Jan 26, 2023

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.

S1 Ep9: GRD009 - 72(t) Payments, Yes or No? Jan 19, 2023

In this Great Retirement Debate, the topic of discussion is 72(t) payments, yes or no?

S1 Ep8: GRD008 - Should I Own Cryptocurrency in My Retirement Account? Jan 12, 2023

In this episode of the Great Retirement Debate, Ed and Jeffrey debate the pros and cons of owning cryptocurrency in your retirement account.

S1 Ep7: GRD007: Should I Use a Roth IRA vs. 529 to Plan for College? Jan 05, 2023

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.

S1 Ep6: GRD006 - Should I Pay Off Debt Before I Retire? Dec 22, 2022

In this Great Retirement Debate, Ed and Jeffrey discuss whether or not you should pay off debt before retiring.

S1 Ep5: GRD005 - Should I Use a Roth IRA or Life Insurance to Provide a Legacy? Dec 15, 2022

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.

S1 Ep4: GRD004 - Should I Buy Long Term Care Insurance or Self Fund? Dec 08, 2022

In this episode of The Great Retirement Debate, Ed and Jeffrey discuss whether you should buy long-term care insurance or self fund.

S1 Ep3: GRD003 - Should I Take the Pension Lump Sum or Annuity Income Stream? Dec 01, 2022

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.

S1 Ep2: GRD002 - Trusts as a Beneficiary Nov 17, 2022

In this episode of the Great Retirement Debate, Ed and Jeffrey debate naming a trust as a beneficiary.

S1 Ep1: GRD001 - Should I Take Social Security at Age 62? Nov 10, 2022

Episode 1: In this episode Ed and Jeffrey debate whether or not taking Social Security at age 62 is a good idea.

Preview: The Great Retirement Debate with Ed Slott & Jeffrey Levine Oct 18, 2022

Coming Soon!