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  • S5 Ep2: GRD053: Should You Convert Your Entire IRA — or Just Part of It?

    S5 Ep2: GRD053: Should You Convert Your Entire IRA — or Just Part of It?
    2026/08/27

    Go all-in on a Roth conversion, or ease into it? Ed and Jeff square off on the math, the tax brackets, and the timing that separates a smart conversion from an expensive mistake — plus who should think twice before converting.

    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™
    Focus Partners Wealth
    focuspartners.com

    Action Rock by LesFM | https://lesfm.net/motivational-background-...
    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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    21 分
  • S5 Ep1: GRD052: Can AI Replace Your Tax Advisor?

    S5 Ep1: GRD052: Can AI Replace Your Tax Advisor?
    2026/08/13

    ChatGPT can draft a will, explain a 1031 exchange, and answer your RMD question in seconds — but should you trust it with your retirement? Ed and Jeff put AI tax advice to the test and explain exactly where it shines, where it fails, and the one thing no algorithm can replace.
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    12 分
  • GRD051: Are Trump Accounts the Biggest Deal Ever?

    GRD051: Are Trump Accounts the Biggest Deal Ever?
    2026/06/25

    In this special episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss the new Trump Accounts and what they could mean for families.

    They break down the basics, explain the much-talked-about $1,000 government contribution, and debate whether these new accounts are truly a game changer or simply another savings option.
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    25 分
  • S4 Ep12: GRD050: Tapping Your Retirement Account for a Home

    S4 Ep12: GRD050: Tapping Your Retirement Account for a Home
    2026/01/01
    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 分
  • S4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal?

    S4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal?
    2025/12/18
    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 分
  • S4 Ep10: GRD048: Why Don’t More People Use Financial Advisors?

    S4 Ep10: GRD048: Why Don’t More People Use Financial Advisors?
    2025/12/04
    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 分
  • 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?
    2025/11/20
    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 分
  • 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
    2025/11/06
    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 分