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תוכן מסופק על ידי The Great Retirement Debate with Ed Slott and Jeffrey Levine. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי The Great Retirement Debate with Ed Slott and Jeffrey Levine או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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S1 Ep14: GRD014: Roth IRA vs. Roth 401k
Manage episode 392572114 series 3544547
תוכן מסופק על ידי The Great Retirement Debate with Ed Slott and Jeffrey Levine. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי The Great Retirement Debate with Ed Slott and Jeffrey Levine או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
In this episode of the Great Retirement Debate, Ed and Jeffrey debate which is the better option, the Roth IRA, or the Roth 401k.
39 פרקים
Manage episode 392572114 series 3544547
תוכן מסופק על ידי The Great Retirement Debate with Ed Slott and Jeffrey Levine. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי The Great Retirement Debate with Ed Slott and Jeffrey Levine או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
In this episode of the Great Retirement Debate, Ed and Jeffrey debate which is the better option, the Roth IRA, or the Roth 401k.
39 פרקים
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
1 S3 Ep10: GRD038: Is It Better to Be a Girlfriend, Boyfriend or Spouse? 17:16
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17:16In 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.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
1 S3 Ep9: GRD037: How Should I Adjust My Spending in Retirement to Stay on Track With My Goals? 16:55
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16:55In 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.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
1 S3 Ep8: GRD036: Should I Use My HSA in Retirement? 20:20
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20:20In 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.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
1 S3 Ep7: GRD035: Should I Aim for a Zero Percent Tax Rate in Retirement? 15:18
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15:18In 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.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
1 S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover? 20:14
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20:14In this episode of The Great Retirement Debate , Ed Slott and Jeff Levine debate whether or not the 529 to Roth IRA rollover is worthwhile.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
1 S3 Ep5: GRD033: Should I Change Financial Advisors When I Retire? 19:08
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19:08In 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.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
1 S3 Ep4: GRD032: Should I Invest Differently in My IRA vs My Roth IRA 18:02
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18:02In 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.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
1 S3 Ep3: GRD031: Should You Fix Missed RMDs? 18:26
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18:26In 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.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
1 S3 Ep2: GRD030: How Long Should You Plan To Live? 18:51
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18:51In 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.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
1 S3 Ep1: GRD029: What’s the Single Biggest Mistake Retirees Make? 12:41
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12:41In this episode of The Great Retirement Debate , Ed Slott and Jeff Levine discuss what they believe to be the single biggest mistake retirees make.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
1 S2 Ep9: GRD028: Should I Invest My IRA Money in My Business? 14:26
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14:26In 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 winner. Tune in for new episodes every other Thursday! Ed Slott, CPA Ed Slott and Company irahelp.com ---------------------------------------- Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™ Buckingham Strategic Wealth buckinghamstrategicwealth.com Action Rock by LesFM | https://lesfm.net/motivational-background-music/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/…
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
1 S2 Ep8: GRD027: Should I Give My IRA to Charity at Death? 18:08
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18:08In 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 winner. Tune in for new episodes every other Thursday! Ed Slott, CPA Ed Slott and Company irahelp.com ---------------------------------------- Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™ Buckingham Strategic Wealth buckinghamstrategicwealth.com Action Rock by LesFM | https://lesfm.net/motivational-background-music/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/…
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
1 S2 Ep7: GRD026: Should I Use a Roth IRA to Save for College Education? 17:50
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17:50In 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 consumer, the real winner. Tune in for new episodes every other Thursday! Ed Slott, CPA Ed Slott and Company irahelp.com ---------------------------------------- Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™ Buckingham Strategic Wealth buckinghamstrategicwealth.com Action Rock by LesFM | https://lesfm.net/motivational-background-music/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/…
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
1 S2 Ep6: GRD025: Should I Roll Over My 401K to My IRA if I’ve Been Laid Off? 14:38
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14:38In 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! Ed Slott, CPA Ed Slott and Company irahelp.com ---------------------------------------- Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™ Buckingham Strategic Wealth buckinghamstrategicwealth.com Action Rock by LesFM | https://lesfm.net/motivational-background-music/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/…
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
1 S2 Ep5: GRD024: Should I Avoid Certain Investments in My IRA or Roth IRA? 16:54
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16:54In 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 episodes every other Thursday! Ed Slott, CPA Ed Slott and Company irahelp.com ---------------------------------------- Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™ Buckingham Strategic Wealth buckinghamstrategicwealth.com Action Rock by LesFM | https://lesfm.net/motivational-background-music/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/…
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