• S2 Ep1: GRD020: Should I Use the Still Working Exception?

  • Apr 18 2024
  • Length: 16 mins
  • Podcast
S2 Ep1: GRD020: Should I Use the Still Working Exception? cover art

S2 Ep1: GRD020: Should I Use the Still Working Exception?

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  • Summary

  • In this episode of the Great Retirement Debate, Ed and Jeff discuss if you should use the “Still Working” exception.

    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
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