The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine
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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. 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/

  1. GRD034: How Big of a Deal Is the 529 To Roth Rollover?

    14 THG 11

    GRD034: How Big of a Deal Is the 529 To Roth Rollover?

    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.

    20 phút
  2. GRD033: Should I Change Financial Advisors When I Retire?

    31 THG 10

    GRD033: Should I Change Financial Advisors When I Retire?

    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.

    19 phút
  3. GRD032: Should I Invest Differently in My IRA vs My Roth IRA

    17 THG 10

    GRD032: Should I Invest Differently in My IRA vs My Roth IRA

    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.

    18 phút
  4. GRD031: Should You Fix Missed RMDs?

    3 THG 10

    GRD031: Should You Fix Missed RMDs?

    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.

    18 phút
  5. GRD030: How Long Should You Plan To Live?

    19 THG 9

    GRD030: How Long Should You Plan To Live?

    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.

    19 phút
  6. GRD029: What’s the Single Biggest Mistake Retirees Make?

    5 THG 9

    GRD029: What’s the Single Biggest Mistake Retirees Make?

    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.

    13 phút
  7. GRD028: Should I Invest My IRA Money in My Business?

    8 THG 8

    GRD028: Should I Invest My IRA Money in My Business?

    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/

    14 phút
  8. GRD027: Should I Give My IRA to Charity at Death?

    25 THG 7

    GRD027: Should I Give My IRA to Charity at Death?

    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/

    18 phút
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Giới Thiệu

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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