Jeff Levine, CPA/PFS, CFP®, AIF, CWS, MSA
Session Title: Everything You Ever Wanted to Know About Lifetime RMDs... And More
Description:
A sound understanding of the RMD rules by advisors is a necessity, as RMDs are one aspect of retirement distribution planning that impacts nearly all clients at one point or another. Add to that the mass of Baby Boomers – the oldest of which are now in their 70s – who need RMD help and it’s easy to see a golden opportunity awaits the educated advisor. Sadly though, evidence shows that most advisors vastly overestimate their knowledge of core RMD rules, which can lead to disastrous consequences. In this program, advisors will learn about RMDs from the “ground up” to ensure they can give sound advice for years to come. Special focus will be paid to the intricacies and nuances of this deceivingly complex aspect of the law so that advisors can help clients correct mistakes that have already occurred and avoid others before they even happen.
Session Title: Advanced 529 Planning: 529-to-Roth, Dynasty 529, And Other HNW Opportunities
Description:
Over the past few decades, higher education costs have increased at a pace far exceeding inflation. In an effort to help save for such costs, many families have turned to 529 plans. While the basic mechanics of such plans are well understood by most advisors, 529 planning can become surprisingly complex, especially when planning for multiple (generations of) potential students, or when 529 plan funds are used for purposes other than higher education. Join Lead Financial Planning Nerd, Jeff Levine, at the July Kitces Monthly webinar, where you’ll explore many of these complexities and take a deep dive into some of the more challenging aspects of 529 planning.
About Jeff
Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA is the Director of Advisor Education for Kitces.com, Director of Advanced Planning at Buckingham Wealth Partners, and is the Lead Creator and Content Expert for Savvy IRA Planning®, offered through Horsesmouth. Jeff is a recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division, and was named to the 2017 class of 40 Under 40 by InvestmentNews. Previously, Jeffrey served as Ed Slott and Company’s Chief Retirement Strategist, where his ability to simplify the complex laws that govern individual retirement accounts, combined with his unique blend of humor and tax planning, was first recognized. Jeffrey continues to be an active speaker, traveling the country each year to educate thousands of Financial Advisors, CPAs, Attorneys, and consumers on retirement, tax, and estate planning strategies. You can follow Jeff on Twitter @CPAPlanner and via his personal website.