The Great Retirement Debate with Ed Slott & Jeffrey Levine

The trust fund headlines are scary — but what do they actually mean for your retirement plan? Ed and Jeff cut through the doom-and-gloom to give it to you straight: what's likely to happen, what isn't, and how to plan either way.Tune in for new episodes every other Thursday!Ed Slott, CPAEd Slott and Companyirahelp.com----------------------------------------Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™Focus Partners Wealthfocuspartners.comAction Rock by LesFM | https://lesfm.net/motivational-background-...Music promoted by https://www.chosic.com/free-music/all/Creative Commons CC BY 3.0https://creativecommons.org/licenses/by/3.0/

Staying in your own home longer takes more than good intentions — it takes planning. Ed and Jeff cover the financial, legal, and practical moves that make aging in place possible, and the mistakes that force people out sooner than they expected.Tune in for new episodes every other Thursday!Ed Slott, CPAEd Slott and Companyirahelp.com----------------------------------------Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™Focus Partners Wealthfocuspartners.comAction Rock by LesFM | https://lesfm.net/motivational-background-...Music promoted by https://www.chosic.com/free-music/all/Creative Commons CC BY 3.0https://creativecommons.org/licenses/by/3.0/

"I'll just live on less." "Social Security will cover it." "I'll retire when I'm ready." Ed and Jeff bust the retirement myths that trip up even the most careful savers — and the assumptions that can lead to unexpected challenges.Tune in for new episodes every other Thursday!Ed Slott, CPAEd Slott and Companyirahelp.com----------------------------------------Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™Focus Partners Wealthfocuspartners.comAction Rock by LesFM | https://lesfm.net/motivational-background-...Music promoted by https://www.chosic.com/free-music/all/Creative Commons CC BY 3.0https://creativecommons.org/licenses/by/3.0/

The SALT deduction cap doesn't just affect your tax return —it could have a bigger impact on your Roth conversion than you realize. Ed and Jeff break down the overlooked math connecting state taxes and conversion timing, and what high-tax-state retirees need to know before they convert.Tune in for new episodes every other Thursday!Ed Slott, CPAEd Slott and Companyirahelp.com----------------------------------------Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™Focus Partners Wealthfocuspartners.comAction Rock by LesFM | https://lesfm.net/motivational-background-...Music promoted by https://www.chosic.com/free-music/all/Creative Commons CC BY 3.0https://creativecommons.org/licenses/by/3.0/

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, CPAEd Slott and Companyirahelp.com----------------------------------------Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™Focus Partners Wealthfocuspartners.comAction Rock by LesFM | https://lesfm.net/motivational-background-...Music promoted by https://www.chosic.com/free-music/all/Creative Commons CC BY 3.0https://creativecommons.org/licenses/by/3.0/