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Apr 11, 2024 · Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA is a nationally recognized and award-winning financial advisor, speaker, and educator as well as the Chief Planning Officer at Buckingham Wealth...
Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA is a nationally-recognized and award-winning financial advisor, speaker, and educator. He is the Lead Financial Planning Nerd at Kitces.com, home of the popular Nerd’s Eye View blog, and also serves as Chief Planning Officer, Buckingham Wealth Partners.
Apr 6, 2022 · During the Kitces.com webinar “Analyzing The RMD And Other Impacts Of The IRS’s New SECURE Act Proposed Regulations” on Tuesday, Jeffrey Levine, chief planning officer at Buckingham Wealth...
Nov 4, 2022 · Launching next week, “The Great Retirement Debate” podcast will feature Ed Slott, a nationally recognized individual retirement account expert and founder of Ed Slott and Co., and Jeffrey...
- John Manganaro
Jan 13, 2023 · Our guest on the podcast today is tax and retirement planning expert, Jeffrey Levine. Jeff is the chief planning officer for Buckingham Strategic Wealth. He’s also the lead financial planning...
May 1, 2024 · The Great Retirement Debate with Ed Slott & Jeffrey Levine on Apple Podcasts. 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.
Jun 11, 2021 · Jeffrey Levine. Contributor | Retirement. I am a financial planner, educator, speaker, and tax and retirement super-nerd; the type of person who actually enjoys reading through the Tax Code. My ...
