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Контент предоставлен The Great Retirement Debate with Ed Slott and Jeffrey Levine. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией The Great Retirement Debate with Ed Slott and Jeffrey Levine или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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S1 Ep13: GRD013: SECURE Act 2.0 - Deal or No Deal? Pt. 2
Manage episode 392572115 series 3544547
Контент предоставлен The Great Retirement Debate with Ed Slott and Jeffrey Levine. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией The Great Retirement Debate with Ed Slott and Jeffrey Levine или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
In this episode of the Great Retirement Debate, Ed and Jeffrey debate SECURE Act 2.0 once again for part 2 of whether it’s big deal, or not a big deal for you, the consumer. This time around, the focus is on the Roth related provisions.
Jeff's Blog Article Mentioned: https://www.kitces.com/blog/using-a-family-dynasty-529-plan-for-multigenerational-college-planning/
New York Times Article Mentioned: https://www.nytimes.com/2022/12/13/your-money/student-loans/student-debt-529-savings.html
Jeff's Blog Article Mentioned: https://www.kitces.com/blog/using-a-family-dynasty-529-plan-for-multigenerational-college-planning/
New York Times Article Mentioned: https://www.nytimes.com/2022/12/13/your-money/student-loans/student-debt-529-savings.html
39 эпизодов
Manage episode 392572115 series 3544547
Контент предоставлен The Great Retirement Debate with Ed Slott and Jeffrey Levine. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией The Great Retirement Debate with Ed Slott and Jeffrey Levine или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
In this episode of the Great Retirement Debate, Ed and Jeffrey debate SECURE Act 2.0 once again for part 2 of whether it’s big deal, or not a big deal for you, the consumer. This time around, the focus is on the Roth related provisions.
Jeff's Blog Article Mentioned: https://www.kitces.com/blog/using-a-family-dynasty-529-plan-for-multigenerational-college-planning/
New York Times Article Mentioned: https://www.nytimes.com/2022/12/13/your-money/student-loans/student-debt-529-savings.html
Jeff's Blog Article Mentioned: https://www.kitces.com/blog/using-a-family-dynasty-529-plan-for-multigenerational-college-planning/
New York Times Article Mentioned: https://www.nytimes.com/2022/12/13/your-money/student-loans/student-debt-529-savings.html
39 эпизодов
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
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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.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
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1 S3 Ep9: GRD037: How Should I Adjust My Spending in Retirement to Stay on Track With My Goals? 16:55
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.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
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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.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
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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.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
![The Great Retirement Debate with Ed Slott & Jeffrey Levine podcast artwork](/static/images/64pixel.png)
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.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
![The Great Retirement Debate with Ed Slott & Jeffrey Levine podcast artwork](/static/images/64pixel.png)
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.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
![The Great Retirement Debate with Ed Slott & Jeffrey Levine podcast artwork](/static/images/64pixel.png)
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.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
![The Great Retirement Debate with Ed Slott & Jeffrey Levine podcast artwork](/static/images/64pixel.png)
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.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
![The Great Retirement Debate with Ed Slott & Jeffrey Levine podcast artwork](/static/images/64pixel.png)
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.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
![The Great Retirement Debate with Ed Slott & Jeffrey Levine podcast artwork](/static/images/64pixel.png)
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.
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The Great Retirement Debate with Ed Slott & Jeffrey Levine
![The Great Retirement Debate with Ed Slott & Jeffrey Levine podcast artwork](/static/images/64pixel.png)
In 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
![The Great Retirement Debate with Ed Slott & Jeffrey Levine podcast artwork](/static/images/64pixel.png)
In 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
![The Great Retirement Debate with Ed Slott & Jeffrey Levine podcast artwork](/static/images/64pixel.png)
In 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
![The Great Retirement Debate with Ed Slott & Jeffrey Levine podcast artwork](/static/images/64pixel.png)
In 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
![The Great Retirement Debate with Ed Slott & Jeffrey Levine podcast artwork](/static/images/64pixel.png)
In 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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