Shows
The Great Retirement Debate with Ed Slott & Jeffrey LevineGRD038: Is It Better to Be a Girlfriend, Boyfriend or Spouse?In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine debate whether its better to be a girlfriend, boyfriend or spouse when it comes to inheriting retirement assets.
2025-01-0917 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD037: How Should I Adjust My Spending in Retirement to Stay on Track With My Goals?In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine address spending in retirement, and whether or not you should be adjusting that spending to keep on track with your retirement goals. 2024-12-2616 min
The Great Retirement Debate with Ed Slott & Jeffrey LevineGRD036: Should I Use My HSA in Retirement?In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not you should use a Health Savings Account (HSA) in retirement. 2024-12-1220 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD035: Should I Aim for a Zero Percent Tax Rate in Retirement?In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not you should aim for a zero percent tax rate in retirement. 2024-11-2715 min
The Great Retirement Debate with Ed Slott & Jeffrey LevineGRD034: 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. 2024-11-1420 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD033: 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. 2024-10-3119 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD032: Should I Invest Differently in My IRA vs My Roth IRAIn 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. 2024-10-1718 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD031: 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. 2024-10-0318 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD030: 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.2024-09-1918 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD029: 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. 2024-09-0512 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD028: 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 win...2024-08-0814 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD027: 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 wi...2024-07-2518 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD026: Should I Use a Roth IRA to Save for College Education?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 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 con...2024-07-1117 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD025: Should I Roll Over My 401K to My IRA if I’ve Been Laid Off?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 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!
E...2024-06-2714 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD024: Should I Avoid Certain Investments in My IRA or Roth IRA?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 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...2024-06-1316 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD023: Should I Act Now Before TCJA Sunsets?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 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 con...2024-05-3023 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD022: Can I Trust the Government Roth?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...2024-05-1614 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD021: Should I Treat My Children Equally With My Inheritance?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...2024-05-0220 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD020: Should I Use the Still Working Exception?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...2024-04-1816 min
The Great Retirement Debate with Ed Slott & Jeffrey LevineGRD019 - Season 1 Finale and RecapIn 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.2023-03-3021 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD018: To Convert or Not To Convert Pt. 2In 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. 2023-03-2316 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD017: To Convert Or Not To Convert Pt. 1In this episode of the Great Retirement Debate, Ed and Jeffrey discuss whether you should convert or not convert your IRA to a Roth IRA. 2023-03-1614 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD016: Gifting Vs. InheritingIn this episode of the Great Retirement Debate, Ed and Jeffrey weigh the pros and cons of gifting versus inheriting. 2023-03-0922 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD015: Should I Downsize in Retirement?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. 2023-03-0218 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD014: Roth IRA vs. Roth 401kIn this episode of the Great Retirement Debate, Ed and Jeffrey debate which is the better option, the Roth IRA, or the Roth 401k. 2023-02-2315 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD013: SECURE Act 2.0 - Deal or No Deal? Pt. 2In 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-college-planning/
New York Times Article Mentioned: https://www.nytimes.com/2022/12/13/your-money/student-loans/student-debt-529-savings.html
2023-02-1621 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD012: SECURE Act 2.0 - Deal or No Deal? Pt. 1In 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. 2023-02-0924 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD011: Should I Borrow From My 401K?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. 2023-02-0215 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD010 - Tax DiversificationIn 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. 2023-01-2620 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD009 - 72(t) Payments, Yes or No?In this Great Retirement Debate, the topic of discussion is 72(t) payments, yes or no? 2023-01-1922 min
The Long ViewJeff Levine: Smart Tax Moves for 2023 and BeyondOur guest on the podcast today is tax and retirement planning expert, Jeffrey Levine. Jeff is the chief planning officer for Buckingham Strategic Wealth. He’s also the lead financial planning nerd at kitces.com, home of the popular Nerd’s Eye View blog. Jeff recently launched a podcast with Ed Slott called The Great Retirement Debate. He has authored several books, including The Baby Boomer’s Guide to IRA Planning, The Financial Advisor’s Guide to Savvy IRA Planning, and The Definitive Guide to Required Minimum Distributions for Baby Boomers. Jeff is a frequent public speaker and media commenta...2023-01-1756 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD008 - Should I Own Cryptocurrency in My Retirement Account?In this episode of the Great Retirement Debate, Ed and Jeffrey debate the pros and cons of owning cryptocurrency in your retirement account.2023-01-1219 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD007: Should I Use a Roth IRA vs. 529 to Plan for College?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.
2023-01-0525 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD006 - Should I Pay Off Debt Before I Retire?In this Great Retirement Debate, Ed and Jeffrey discuss whether or not you should pay off debt before retiring. 2022-12-2218 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD005 - Should I Use a Roth IRA or Life Insurance to Provide a Legacy?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.2022-12-1522 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD004 - Should I Buy Long Term Care Insurance or Self Fund?In this episode of The Great Retirement Debate, Ed and Jeffrey discuss whether you should buy long-term care insurance or self fund. 2022-12-0822 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD003 - Should I Take the Pension Lump Sum or Annuity Income Stream?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.2022-12-0120 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD002 - Trusts as a BeneficiaryIn this episode of the Great Retirement Debate, Ed and Jeffrey debate naming a trust as a beneficiary. 2022-11-1717 minThe Great Retirement Debate with Ed Slott & Jeffrey LevineGRD001 - Should I Take Social Security at Age 62?Episode 1: In this episode Ed and Jeffrey debate whether or not taking Social Security at age 62 is a good idea. 2022-11-1020 minThe Great Retirement Debate with Ed Slott & Jeffrey LevinePreview: The Great Retirement Debate with Ed Slott & Jeffrey LevineComing Soon!2022-10-1801 min
The Admired Advisor PodcastCommitting to Lifelong Learning and Why Human Advisors Are Irreplaceable with Jeffrey LevineIn this episode, Steve talks with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners. Jeffrey is a lifelong learner who thrives in a book or a classroom or surrounded by seasoned professionals. Having grown up around the financial industry, he learned much of what he knows now through osmosis. It’s no surprise that when he chose to become an advisor, he immersed himself in learning wherever he could. Jeffrey recommends all new advisors have the same education-first approach to improve client outcomes and establish themselves as the go-to person for a given specialty. Whil...2021-05-1049 minThe Long ViewEd Slott: Act Now on Historically Low Tax RatesOur guest on the podcast is retirement and tax expert, Ed Slott. He is president and founder of Ed Slott and Company, which provides retirement and tax planning education to investment advisors and financial institutions. Ed has written several books including the recently published Ed Slott's Retirement Decisions Guide: 2020 Edition and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s. PBS viewers may know Ed from his frequent appearances on public television. He also hosts the popular website irahelp.com, where The Slott Report blog regularly dispenses wisdom about retirement, tax, and estate planning. He provides...2020-08-1948 minThe Long ViewJeff Levine: Cracking the New Retirement CodeOur guest this week is tax and retirement planning expert, Jeffrey Levine. Jeff is director of advisor education at Kitces.com, home of the popular Nerd's Eye View blog. He's also the CEO and director of financial planning for BluePrint Wealth Alliance. Previously, Jeff served as chief retirement strategist at Ed Slott and Company. He has authored several books including, The Baby Boomer's Guide to Savvy IRA Planning, The Financial Advisor's Guide to Savvy IRA Planning, and The Definitive Guide to Required Minimum Distributions for Baby Boomers. Jeff is a frequent public speaker and media commentator, and he...2020-02-1256 min
The Steve Pomeranz Show4 Ways To Be Sure You Don’t Screw Up An Inherited IRAWith Rachel Sheedy, Contributor to the Kiplinger Retirement ReportYour spouse or your rich uncle bequeaths you the money in their IRA. Besides being grateful, what do you do? How do you handle such a windfall? Decisions must be made quickly and it even becomes more complicated if you’re part of a shared inheritance.Rachel Sheedy takes us through the four steps to take if you find yourself in this position as written for Kiplinger’s Retirement Report below:* Retitle the account. Because you can’t roll the money into your own IRA, you must c...2016-09-0710 min