The Great Retirement Debate with Ed Slott & Jeffrey Levine

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