Jeff Levine, CPA/PFS, CFP®, AIF, CWS, MSA

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.