Episodes

  • 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
    Nov 6 2025
    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 mins
  • S4 Ep7: GRD045: Avoiding the Income Cliff That Surprises So Many Retirees

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

    S4 Ep6: GRD044: Will Tax Rates Ever Really Increase?
    Oct 9 2025
    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 mins
  • 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?
    Sep 25 2025
    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 mins
  • S4 Ep4: GRD042: If We Ran the IRS - Our First Big Change

    S4 Ep4: GRD042: If We Ran the IRS - Our First Big Change
    Sep 11 2025
    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 mins
  • 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?
    Aug 28 2025
    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 mins
  • S4 Ep2: GRD040: Maxing Out Wealth - The Best Retirement Strategy for Top Earners

    S4 Ep2: GRD040: Maxing Out Wealth - The Best Retirement Strategy for Top Earners
    Aug 14 2025
    In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss the best retirement planning strategies for high earners.
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    25 mins
  • S4 Ep1: GRD039: One Big Beautiful Bill… or One Big Mess?

    S4 Ep1: GRD039: One Big Beautiful Bill… or One Big Mess?
    Jul 31 2025
    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.
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    33 mins