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 Ep12: GRD012: SECURE Act 2.0 - Deal or No Deal? Pt. 1

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/

Education

Training

Language Courses

Higher Education

K-12

Educational Technology

Business

Investing

Careers

Management & Marketing

Business News

Shopping

Management

Self-Improvement

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 Ep3: GRD022: Can I Trust the Government Roth?

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

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


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

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 Ep19: GRD019 - Season 1 Finale and Recap

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 Ep12: GRD012: SECURE Act 2.0 - Deal or No Deal? Pt. 1

Download our free app to listen on your phone