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1. www.thinkadvisor.com › 2022/12/07 › 10-nerdy-year-end-planning10 ‘Nerdy’ Year-End Planning Tips for 2022: Jeff Levine

   www.thinkadvisor.com › 2022/12/07 › 10-nerdy-year-end-planning

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   Dec 7, 2022 · The end of each year brings many tax planning opportunities for financial advisors and their clients, according to Jeff Levine, Kitces.com’s lead financial planning nerd and also Buckingham...

   • Jeff Levine Answers Secure 2.0 Tax Questions From Advisors

     Over the past two weeks, Jeff Levine, Kitces.com’s lead...

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3. www.kitces.comNerd's Eye View Blog For Financial Planners | Kitces.com

   www.kitces.com

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   Kitces.com is a website that provides news, insights, and resources for financial advisors. It features a blog by Michael Kitces, a leading industry influencer, and covers topics such as technology, business, and planning.

4. www.kitces.com › we-are-a-team-of-nerdsWe are a team of NERDS - Kitces

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   Jeffrey Levine is a CPA/PFS, CFP, AIF, CWS, MSA and a Lead Financial Planning Nerd at Kitces.com, a leading online source of research, resources, education, and training for real financial planners. Learn more about his nerd cred, bio, and other team members at Kitces.com.

5. www.thinkadvisor.com › 2023/01/06 › jeff-levine-answers-secureJeff Levine Answers Secure 2.0 Tax Questions From Advisors

   www.thinkadvisor.com › 2023/01/06 › jeff-levine-answers-secure

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   Jan 6, 2023 · Learn how the Secure 2.0 Act affects Roth contributions, RMDs, 529 rollovers and more from Jeff Levine, a CPA and retirement planning expert. Watch a webinar recording or read a Q&A summary of his insights and answers.

6. www.imdb.com › name › nm0505835Jeff Levine - IMDb

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   Jeff Levine is a film producer and actor who has worked with Nicolas Cage on several projects. He is known for producing Face/Off, The Fourth Kind, and Pitch Perfect, among others.

7. www.morningstar.com › retirement › jeff-levine-smart-tax-movesJeff Levine: Smart Tax Moves for 2023 and Beyond | Morningstar

   www.morningstar.com › retirement › jeff-levine-smart-tax-moves

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   Jan 13, 2023 · Learn from Jeff Levine, the chief planning officer for Buckingham Strategic Wealth and the lead financial planning nerd at kitces.com, on topics such as Secure 2.0, tax planning before and during retirement, and inflation. Listen to his podcast, The Great Retirement Debate, and read his books and articles on retirement-related questions.

8. www.forbes.com › sites › jeffreylevineJeffrey Levine - Jeff Levine - Forbes

   www.forbes.com › sites › jeffreylevine

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   Jun 11, 2021 · Jeffrey Levine is a financial planner, educator, speaker, and tax and retirement super-nerd. He writes about the latest developments and tips on retirement and tax planning for Forbes readers.