Parhaat Jeffrey Levine Podcastit (2024)

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S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover? 20:14

11d ago20:14

20:14

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

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S3 Ep5: GRD033: Should I Change Financial Advisors When I Retire? 19:08

25d ago19:08

19:08

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

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S3 Ep4: GRD032: Should I Invest Differently in My IRA vs My Roth IRA 18:02

1M ago18:02

18:02

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

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S3 Ep3: GRD031: Should You Fix Missed RMDs? 18:26

2M ago18:26

18:26

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

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S3 Ep2: GRD030: How Long Should You Plan To Live? 18:51

2M ago18:51

18:51

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

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S3 Ep1: GRD029: What’s the Single Biggest Mistake Retirees Make? 12:41

3M ago12:41

12:41

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

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S2 Ep9: GRD028: Should I Invest My IRA Money in My Business? 14:26

4M ago14:26

14:26

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 landscap…

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S2 Ep8: GRD027: Should I Give My IRA to Charity at Death? 18:08

4M ago18:08

18:08

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. T…

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S2 Ep7: GRD026: Should I Use a Roth IRA to Save for College Education? 17:50

5M ago17:50

17:50

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 retiremen…

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S2 Ep6: GRD025: Should I Roll Over My 401K to My IRA if I’ve Been Laid Off? 14:38

5M ago14:38

14:38

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…

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S2 Ep5: GRD024: Should I Avoid Certain Investments in My IRA or Roth IRA? 16:54

6M ago16:54

16:54

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 no…

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S2 Ep4: GRD023: Should I Act Now Before TCJA Sunsets? 23:01

6M ago23:01

23:01

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 land…

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S2 Ep3: GRD022: Can I Trust the Government Roth? 14:56

6M ago14:56

14:56

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…

1
S2 Ep2: GRD021: Should I Treat My Children Equally With My Inheritance? 20:17

7M ago20:17

20:17

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 …

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S2 Ep1: GRD020: Should I Use the Still Working Exception? 16:18

7M ago16:18

16:18

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…

1
S1 Ep19: GRD019 - Season 1 Finale and Recap 21:25

1+ y ago21:25

21:25

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

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S1 Ep18: GRD018: To Convert or Not To Convert Pt. 2 16:50

1+ y ago16:50

16:50

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

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S1 Ep17: GRD017: To Convert Or Not To Convert Pt. 1 14:42

1+ y ago14:42

14:42

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

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S1 Ep16: GRD016: Gifting Vs. Inheriting 22:36

1+ y ago22:36

22:36

In this episode of the Great Retirement Debate, Ed and Jeffrey weigh the pros and cons of gifting versus inheriting.Kirjoittanut The Great Retirement Debate with Ed Slott & Jeffrey Levine

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S1 Ep15: GRD015: Should I Downsize in Retirement? 18:53

1+ y ago18:53

18:53

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

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S1 Ep14: GRD014: Roth IRA vs. Roth 401k 15:17

2y ago15:17

15:17

In this episode of the Great Retirement Debate, Ed and Jeffrey debate which is the better option, the Roth IRA, or the Roth 401k.Kirjoittanut The Great Retirement Debate with Ed Slott & Jeffrey Levine

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S1 Ep13: GRD013: SECURE Act 2.0 - Deal or No Deal? Pt. 2 21:09

2y ago21:09

21:09

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-…

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S1 Ep12: GRD012: SECURE Act 2.0 - Deal or No Deal? Pt. 1 24:12

2y ago24:12

24:12

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.…

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S1 Ep11: GRD011: Should I Borrow From My 401K? 15:48

2y ago15:48

15:48

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

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S1 Ep10: GRD010 - Tax Diversification 20:22

2y ago20:22

20:22

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

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S1 Ep9: GRD009 - 72(t) Payments, Yes or No? 22:57

2y ago22:57

22:57

In this Great Retirement Debate, the topic of discussion is 72(t) payments, yes or no?Kirjoittanut The Great Retirement Debate with Ed Slott & Jeffrey Levine

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S1 Ep8: GRD008 - Should I Own Cryptocurrency in My Retirement Account? 19:57

2y ago19:57

19:57

In this episode of the Great Retirement Debate, Ed and Jeffrey debate the pros and cons of owning cryptocurrency in your retirement account.Kirjoittanut The Great Retirement Debate with Ed Slott & Jeffrey Levine

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S1 Ep7: GRD007: Should I Use a Roth IRA vs. 529 to Plan for College? 25:26

2y ago25:26

25:26

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 generatin…

1
S1 Ep6: GRD006 - Should I Pay Off Debt Before I Retire? 18:39

2y ago18:39

18:39

In this Great Retirement Debate, Ed and Jeffrey discuss whether or not you should pay off debt before retiring.Kirjoittanut The Great Retirement Debate with Ed Slott & Jeffrey Levine

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S1 Ep5: GRD005 - Should I Use a Roth IRA or Life Insurance to Provide a Legacy? 22:30

2y ago22:30

22:30

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

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S1 Ep4: GRD004 - Should I Buy Long Term Care Insurance or Self Fund? 22:44

2y ago22:44

22:44

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

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S1 Ep3: GRD003 - Should I Take the Pension Lump Sum or Annuity Income Stream? 20:21

2y ago20:21

20:21

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

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S1 Ep2: GRD002 - Trusts as a Beneficiary 17:21

2y ago17:21

17:21

In this episode of the Great Retirement Debate, Ed and Jeffrey debate naming a trust as a beneficiary.Kirjoittanut The Great Retirement Debate with Ed Slott & Jeffrey Levine

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S1 Ep1: GRD001 - Should I Take Social Security at Age 62? 20:21

2y ago20:21

20:21

Episode 1: In this episode Ed and Jeffrey debate whether or not taking Social Security at age 62 is a good idea.Kirjoittanut The Great Retirement Debate with Ed Slott & Jeffrey Levine

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Preview: The Great Retirement Debate with Ed Slott & Jeffrey Levine 1:02

2y ago1:02

1:02

Coming Soon!Kirjoittanut The Great Retirement Debate with Ed Slott & Jeffrey Levine

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