Jeffrey Levine

Jeffrey Levine

Jeffrey Levine is an IRA Technical Consultant with Ed Slott and Company, LLC.  He is an expert in IRA distribution planning and is a consultant for both advisors and clients.  Jeffrey is a contributing writer and editor for Ed Slott’s IRA Advisor newsletter, distributed to thousands of financial advisors nationwide, and writes for the company’s website, www.irahelp.com.

 

 Jeffrey is also the creator of Savvy IRA PlanningTM with Ed Slott and Company. A frequent presenter of advanced training programs, Jeffrey has educated thousands of Financial Advisors, CPAs, Attorneys and consumers on IRA tax and estate planning strategies. Follow him on Twitter at @IRAGuru4EdSlott for daily IRA and retirement planning insight.