The Great Retirement Debate with Ed Slott & Jeffrey Levine
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.
Season 5 Out Now! Tune in for new episodes every other Thursday, starting on August 13, 2026!
S1 Ep15: GRD015: Should I Downsize in Retirement?
Mar 02, 2023
Show notes
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
Show notes
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 Ep12: GRD012: SECURE Act 2.0 - Deal or No Deal? Pt. 1
Feb 09, 2023
Show notes
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
Show notes
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
Show notes
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
Show notes
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
Show notes
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
Show notes
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
Show notes
In this Great Retirement Debate, Ed and Jeffrey discuss whether or not you should pay off debt before retiring.
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