Episodios

  • 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.
    Más Menos
    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.
    Más Menos
    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.
    Más Menos
    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?
    Más Menos
    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%.
    Más Menos
    19 m
  • S4 Ep4: GRD042: If We Ran the IRS - Our First Big Change

    S4 Ep4: GRD042: If We Ran the IRS - Our First Big Change
    Sep 11 2025
    In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine contemplate the first major changes they would make if they hypothetically ran the IRS.
    Más Menos
    23 m
  • S4 Ep3: GRD041: Is the New Executive Order for 401(K) Accounts a Good Thing?

    S4 Ep3: GRD041: Is the New Executive Order for 401(K) Accounts a Good Thing?
    Aug 28 2025
    In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss the August 7, 2025 executive order, Democratizing Access to Alternative Assets for 401(K) Investors, and whether or not it’s a good thing for consumers.
    Más Menos
    19 m
  • S4 Ep2: GRD040: Maxing Out Wealth - The Best Retirement Strategy for Top Earners

    S4 Ep2: GRD040: Maxing Out Wealth - The Best Retirement Strategy for Top Earners
    Aug 14 2025
    In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss the best retirement planning strategies for high earners.
    Más Menos
    25 m