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  • 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
  • S4 Ep7: GRD045: Avoiding the Income Cliff That Surprises So Many Retirees

    S4 Ep7: GRD045: Avoiding the Income Cliff That Surprises So Many Retirees
    2025/10/23
    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 分
  • S4 Ep6: GRD044: Will Tax Rates Ever Really Increase?

    S4 Ep6: GRD044: Will Tax Rates Ever Really Increase?
    2025/10/09
    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 分
  • 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?
    2025/09/25
    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 分
  • S4 Ep4: GRD042: If We Ran the IRS - Our First Big Change

    S4 Ep4: GRD042: If We Ran the IRS - Our First Big Change
    2025/09/11
    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.
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    23 分
  • 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?
    2025/08/28
    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.
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    19 分