The Great Retirement Debate with Ed Slott & Jeffrey Levine
54 episodes — Page 2 of 2
S1 Ep 3S1 Ep3: GRD003 - Should I Take the Pension Lump Sum or Annuity Income Stream?
In this episode of the Great Retirement Debate, Ed and Jeffrey debate whether or not you should take the pension lump sum or an annuity income stream.
Dec 1, 202220 min
S1 Ep 2S1 Ep2: GRD002 - Trusts as a Beneficiary
In this episode of the Great Retirement Debate, Ed and Jeffrey debate naming a trust as a beneficiary.
Nov 17, 202217 min
S1 Ep 1S1 Ep1: GRD001 - Should I Take Social Security at Age 62?
Episode 1: In this episode Ed and Jeffrey debate whether or not taking Social Security at age 62 is a good idea.
Nov 10, 202220 min
Preview: The Great Retirement Debate with Ed Slott & Jeffrey Levine
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Oct 18, 20221 min