The Great Retirement Debate with Ed Slott & Jeffrey Levine

By 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 reti

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How many episodes does The Great Retirement Debate with Ed Slott & Jeffrey Levine have?

The podcast currently has 56 episodes available.

Best of The Great Retirement Debate with Ed Slott & Jeffrey Levine

The most played episodes among Podcast App listeners.

Number 1: S5 Ep2: GRD053: Should You Convert Your Entire IRA — or Just Part of It?
Go all-in on a Roth conversion, or ease into it? Ed and Jeff square off on the math, the tax brackets, and the timing that separates a smart conversion from an expensive mistake — plus who should think twice before converting. 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™ Focus Partners Wealth focuspartners.com Action Rock by LesFM | https://lesfm.net/motivational-background-... Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/
August 27, 202621min
Number 2: S5 Ep3: GRD054: How the SALT Deduction Can Impact Your Roth Conversion Decision
The SALT deduction cap doesn't just affect your tax return —it could have a bigger impact on your Roth conversion than you realize. Ed and Jeff break down the overlooked math connecting state taxes and conversion timing, and what high-tax-state retirees need to know before they convert. 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™ Focus Partners Wealth focuspartners.com Action Rock by LesFM | https://lesfm.net/motivational-background-... Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/
September 10, 202618min
Number 3: S5 Ep4: GRD055: What Are the Biggest Retirement Misconceptions?
"I'll just live on less." "Social Security will cover it." "I'll retire when I'm ready." Ed and Jeff bust the retirement myths that trip up even the most careful savers — and the assumptions that can lead to unexpected challenges. 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™ Focus Partners Wealth focuspartners.com Action Rock by LesFM | https://lesfm.net/motivational-background-... Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/
September 24, 202622min
Number 4: S5 Ep1: GRD052: Can AI Replace Your Tax Advisor?
ChatGPT can draft a will, explain a 1031 exchange, and answer your RMD question in seconds — but should you trust it with your retirement? Ed and Jeff put AI tax advice to the test and explain exactly where it shines, where it fails, and the one thing no algorithm can replace.
August 13, 202612min
Number 5: GRD051: Are Trump Accounts the Biggest Deal Ever?
In this special episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss the new Trump Accounts and what they could mean for families. They break down the basics, explain the much-talked-about $1,000 government contribution, and debate whether these new accounts are truly a game changer or simply another savings option.
June 25, 202626min