Episodios

  • S4 Ep12: GRD050: Tapping Your Retirement Account for a Home

    S4 Ep12: GRD050: Tapping Your Retirement Account for a Home
    Jan 1 2026
    In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine explore the risks and rewards of using retirement savings to buy a house — and when it might make sense to do so.
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    22 m
  • S4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal?

    S4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal?
    Dec 18 2025
    In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine take a closer look at Net Unrealized Appreciation (NUA) — explaining how it works, when it can be a smart move, and when to steer clear.
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    25 m
  • S4 Ep10: GRD048: Why Don’t More People Use Financial Advisors?

    S4 Ep10: GRD048: Why Don’t More People Use Financial Advisors?
    Dec 4 2025
    Why do millions bypass financial advisors? In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss the pros and cons of going solo versus getting professional help.
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    23 m
  • S4 Ep9: GRD047: Should You Invest Your IRA Differently than Your Taxable Account?

    S4 Ep9: GRD047: Should You Invest Your IRA Differently than Your Taxable Account?
    Nov 20 2025
    In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine sit down to discuss IRAs, taxable brokerage accounts, and whether or not you should invest in them differently.
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    23 m
  • S4 Ep8: GRD046: Early Roth Withdrawals - The Good, the Bad, and the Ugly

    S4 Ep8: GRD046: Early Roth Withdrawals - The Good, the Bad, and the Ugly
    Nov 6 2025
    In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine weigh the pros and cons of tapping your Roth IRA early.
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    19 m
  • S4 Ep7: GRD045: Avoiding the Income Cliff That Surprises So Many Retirees

    S4 Ep7: GRD045: Avoiding the Income Cliff That Surprises So Many Retirees
    Oct 23 2025
    In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine warn retirees of unexpected Medicare fees that can arise, known as Income-Related Monthly Adjustment Amount (IRMAA) charges.
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    21 m
  • S4 Ep6: GRD044: Will Tax Rates Ever Really Increase?

    S4 Ep6: GRD044: Will Tax Rates Ever Really Increase?
    Oct 9 2025
    In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine tackle the big question that everyone wants the answer to. Will tax rates ever really increase?
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    19 m
  • S4 Ep5: GRD043: Would You Pay 37% in Taxes Now to Save More Later?

    S4 Ep5: GRD043: Would You Pay 37% in Taxes Now to Save More Later?
    Sep 25 2025
    In this episode of The Great Retirement Debate, Ed Slot and Jeff Levine discuss whether or not you should convert if your tax rate is 37%.
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    19 m