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, CPA
Ed Slott and Company
http://irahelp.com
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Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Focus Partners Wealth
http://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/

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, CPA
Ed Slott and Company
http://irahelp.com
----------------------------------------
Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Focus Partners Wealth
http://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/

"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, CPA
Ed Slott and Company
http://irahelp.com
----------------------------------------
Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Focus Partners Wealth
http://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/

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, CPA
Ed Slott and Company
http://irahelp.com
----------------------------------------
Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Focus Partners Wealth
http://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/

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
http://irahelp.com
----------------------------------------
Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Focus Partners Wealth
http://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/

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.

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.

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.

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.

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.