최고 Jeffrey Levine 팟캐스트 (2024)

1
S2 Ep4: GRD023: Should I Act Now Before TCJA Sunsets? 23:01

2h 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…

1
S2 Ep3: GRD022: Can I Trust the Government Roth? 14:56

12d 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

30d 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 …

1
S2 Ep1: GRD020: Should I Use the Still Working Exception? 16:18

1M 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

1y 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.저자 The Great Retirement Debate with Ed Slott & Jeffrey Levine

1
S1 Ep18: GRD018: To Convert or Not To Convert Pt. 2 16:50

1y 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.저자 The Great Retirement Debate with Ed Slott & Jeffrey Levine

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

1y 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.저자 The Great Retirement Debate with Ed Slott & Jeffrey Levine

1
S1 Ep16: GRD016: Gifting Vs. Inheriting 22:36

1y ago22:36

22:36

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

1
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.저자 The Great Retirement Debate with Ed Slott & Jeffrey Levine

1
S1 Ep14: GRD014: Roth IRA vs. Roth 401k 15:17

1+ y 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.저자 The Great Retirement Debate with Ed Slott & Jeffrey Levine

1
S1 Ep13: GRD013: SECURE Act 2.0 - Deal or No Deal? Pt. 2 21:09

1+ y 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-…

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

1+ y 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.…

1
S1 Ep11: GRD011: Should I Borrow From My 401K? 15:48

1+ y 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.저자 The Great Retirement Debate with Ed Slott & Jeffrey Levine

1
S1 Ep10: GRD010 - Tax Diversification 20:22

1+ y 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.저자 The Great Retirement Debate with Ed Slott & Jeffrey Levine

1
S1 Ep9: GRD009 - 72(t) Payments, Yes or No? 22:57

1+ y ago22:57

22:57

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

1
S1 Ep8: GRD008 - Should I Own Cryptocurrency in My Retirement Account? 19:57

1+ y 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.저자 The Great Retirement Debate with Ed Slott & Jeffrey Levine

1
S1 Ep7: GRD007: Should I Use a Roth IRA vs. 529 to Plan for College? 25:26

1+ y 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

1+ y ago18:39

18:39

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

1
S1 Ep5: GRD005 - Should I Use a Roth IRA or Life Insurance to Provide a Legacy? 22:30

1+ y 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.저자 The Great Retirement Debate with Ed Slott & Jeffrey Levine

1
S1 Ep4: GRD004 - Should I Buy Long Term Care Insurance or Self Fund? 22:44

1+ y 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.저자 The Great Retirement Debate with Ed Slott & Jeffrey Levine

1
S1 Ep3: GRD003 - Should I Take the Pension Lump Sum or Annuity Income Stream? 20:21

1+ y 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.저자 The Great Retirement Debate with Ed Slott & Jeffrey Levine

1
S1 Ep2: GRD002 - Trusts as a Beneficiary 17:21

1+ y ago17:21

17:21

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

1
S1 Ep1: GRD001 - Should I Take Social Security at Age 62? 20:21

1+ y 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.저자 The Great Retirement Debate with Ed Slott & Jeffrey Levine

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

1+ y ago1:02

1:02

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

들어볼 가치가 있는 팟캐스트

Jeffrey Levine 팟 캐스트

들어볼 가치가 있는 팟캐스트

1
The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

1
S2 Ep4: GRD023: Should I Act Now Before TCJA Sunsets? 23:01

1
S2 Ep3: GRD022: Can I Trust the Government Roth? 14:56

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

1
S2 Ep1: GRD020: Should I Use the Still Working Exception? 16:18

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

1
S1 Ep18: GRD018: To Convert or Not To Convert Pt. 2 16:50

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

1
S1 Ep16: GRD016: Gifting Vs. Inheriting 22:36

1
S1 Ep15: GRD015: Should I Downsize in Retirement? 18:53

1
S1 Ep14: GRD014: Roth IRA vs. Roth 401k 15:17

1
S1 Ep13: GRD013: SECURE Act 2.0 - Deal or No Deal? Pt. 2 21:09

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

1
S1 Ep11: GRD011: Should I Borrow From My 401K? 15:48

1
S1 Ep10: GRD010 - Tax Diversification 20:22

1
S1 Ep9: GRD009 - 72(t) Payments, Yes or No? 22:57

1
S1 Ep8: GRD008 - Should I Own Cryptocurrency in My Retirement Account? 19:57

1
S1 Ep7: GRD007: Should I Use a Roth IRA vs. 529 to Plan for College? 25:26

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

1
S1 Ep5: GRD005 - Should I Use a Roth IRA or Life Insurance to Provide a Legacy? 22:30

1
S1 Ep4: GRD004 - Should I Buy Long Term Care Insurance or Self Fund? 22:44

1
S1 Ep3: GRD003 - Should I Take the Pension Lump Sum or Annuity Income Stream? 20:21

1
S1 Ep2: GRD002 - Trusts as a Beneficiary 17:21

1
S1 Ep1: GRD001 - Should I Take Social Security at Age 62? 20:21

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

빠른 참조 가이드