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.
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.
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine weigh the pros and cons of tapping your Roth IRA early.
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.
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?
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%.
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.
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.
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss the best retirement planning strategies for high earners.
In the first episode of Season 4 of The Great Retirement Debate, Ed Slott and Jeff Levine dive into the One Big Beautiful Bill Act (OBBBA) and debate whether this massive legislation simplifies retirement planning — or makes it even more complex.
In 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.
In 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.
In 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.
In 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.
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine debate whether or not the 529 to Roth IRA rollover is worthwhile.
In 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.
In 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.
In 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.
In 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.
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss what they believe to be the single biggest mistake retirees make.