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Will your taxes go up? Stay the same? Go down, even? Jeffrey Levine is Chief Planning Officer at Focus Partners, Professor of Practice in Taxation at the American College of Financial Services, and the Lead Financial Planning Nerd at Kitces.com. In other words, he's one of the savviest tax minds in the country. Jeff returns to the show today on Your Money, Your Wealth® podcast number 524 with Joe Anderson, CFP® and Big Al Clopine, CPA, with his thoughts on what will happen to taxes under the new administration, saving for retirement in a Roth IRA vs. a traditional IRA, managing inherited retirement accounts, and the future viability of Social Security. Plus, what should you do with required minimum distributions when you don't need the money to live on? How do you calculate the maximum amount you should convert from your retirement account to a tax-free Roth account, and how much should you convert - or not - to keep RMDs under control? Finally, how can minor beneficiaries avoid probate? Free financial resources & episode transcript: https://bit.ly/ymyw-524 LIMITED TIME SPECIAL OFFER: DOWNLOAD The DIY Retirement Guide by Friday April 11, 2025! WATCH Take Control of Your Retirement Plan on YMYW TV ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 01:05 - Will These Historic Low Tax Rates Be Extended? Insight from Jeff Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA 19:54 - Make These 3 Investments for a Happy Retirement and Watch Take Control of Your Retirement Plan on YMYW TV 21:06 - What to Do With Required Minimum Distributions When You Don't Need the Money to Live On? (Judi, San Diego) 24:40 - How Much NOT to Convert to Roth to Keep RMDs Under Control? (DH from SoCal) 32:26 - LIMITED TIME SPECIAL OFFER: Download the DIY Retirement Guide by Friday, April 11, 2025! 33:39 - How to Calculate How Much Roth Conversion I Should Do? (Joe, voice) 38:42 - How Can I Reduce My Required Minimum Distributions? (Joel, CA) 40:18 - How Can Minor Beneficiaries Avoid Probate? (Esther, San Francisco) 46:04 - YMYW Podcast Outro
Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation. The post Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75) first appeared on Simplicity InsurMark.
Jeffrey Levine is a prominent real estate developer and entrepreneur based in New York City. He is the chairman and founder of Douglaston Development, Levine Builders, and Clinton Management, three companies that work in synergy to focus on real estate development, construction, and property management.
In celebration of Tax Day, we commemorate the occasion with an episode dedicated to all things taxes – including one of the top minds in tax planning today. Join our host Michael Finke, PhD, CFP® and Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP®, ChFC®, BFA™, Chief Planning Officer at Buckingham Wealth Partners, for a detailed conversation on what financial advisors get right and wrong when thinking about tax planning, as well as key strategies to help your clients keep more of their hard-earned money. Learn more and find all episodes at TheAmericanCollege.edu/Podcasts.
What does it really take to succeed in real estate, and how does one balance the pursuit of career excellence with personal fulfillment? In this episode of the Real Estate Excellence Podcast, host Tracy Hayes sits down with Jeffrey Levine, a seasoned real estate professional and the current secretary of the Florida of Realtors. With over 25 years in the industry, Jeffrey shares his journey from starting in Brooklyn, New York, to becoming a leading figure in real estate. His story illuminates the path of entrepreneurship within real estate, the evolution of the industry, and the importance of leadership, mentorship, and personal growth. Jeffrey's insights into navigating the complexities of the real estate market, coupled with his personal anecdotes, offer invaluable lessons for both new and seasoned agents. Jeffrey Levine, a Real Estate veteran since 1997, began his career in New Jersey, achieving Rookie of the Year by closing 48 buyer agency transactions in his first year. Since moving to Florida, he's been pivotal in over 10,000 sales and thousands of leases, totaling over $3 billion in volume. As a Broker Associate and Director of Productivity at Keller Williams Realty Services in Boca Raton, he leads the Lux Places & Spaces Group and oversees The School Of Advanced Realty. A Keller Williams University approved trainer, he's also served on the Florida Realtors® and National Association of Realtors® boards, contributing significantly to real estate policies and technology. Recognized with multiple awards, including Realtor® of the Year, Jeffrey holds several prestigious designations, emphasizing his extensive contributions and leadership in the field. [00:00:00 - 00:01:27] "The Genesis of a Real Estate Journey" Transition from entrepreneurship to real estate Importance of adaptability and seizing opportunities Insights into early career challenges and triumphs [00:01:28 - 00:10:33] "Leadership and Influence: Beyond Titles" Understanding true leadership in the real estate domain The impact of mentorship and continuous learning Strategies for effective team and personal growth [00:10:34 - 00:22:41] "Mastering the Market: Strategy and Innovation" The role of technology and internet in evolving real estate practices Embracing buyer agency and delivering value to clients Navigating legal changes and market dynamics [00:22:42 - 00:33:01] "Cultivating Success: The Power of Networking" The underestimated value of building professional relationships Leveraging agent-to-agent referrals to expand business Tips for effective networking and community engagement [00:33:02 - 00:53:40] "Balancing Act: Business Growth vs. Personal Well-being" The challenge of managing business success and personal life Implementing systems for efficiency and growth The importance of seeking coaching and mentorship for holistic development Quotes "Leadership is not about titles or flow charts. It's about one life influencing another." - Jeffrey Levine "Every single day, there's an opportunity in front of us. It's just realizing the opportunity and taking advantage of it." - Jeffrey Levine Connect with Jeffrey: Facebook: https://www.facebook.com/jeffrey.levine.50 Instagram: https://www.instagram.com/coachjefflcc/ Website: https://www.levinecoachingcompany.com/ If you want to build your business and become more discoverable online, Streamlined Media has you covered. Check out how they can help you build an evergreen revenue generator all powered by content creation! SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.
The MLS is the cornerstone of the real estate industry. RWorld Talk's special guest Jeffrey Levine opens up on how valuable the MLS really is not only for Realtors® but Consumers too. He also gives an update on how he plans to make a difference in State Leadership as he runs for Florida Realtors® Secretary for 2024. You can watch the video of RworldTalk podcasts at: RWorldVideos.com
Kangs Trevens offers trauma-informed depth empathy rooted in Nonviolent Communication and resonant language. He mixes compassion and authentic care with healing practices from NVC, neuroscience and family constellations. He has 11 years of experience as a mental health counselor working in Residential Treatment and supports his clients in exploring unconscious traumas and how they are affecting their present life. To tell if there is trauma that has yet to be uncovered, Kangs suggests paying attention to moments of sudden anger, shame, fear, or feeling the need to escape or become spacey. He explains that recognizing these moments can be a sign that there is more to be explored in terms of trauma and its effects. You can reach Kangs at: https://www.kangsempathiccounseling.com/ And if you're looking to deepen the emotional intimacy and connection with your partner, please reach out to Jeffrey at JeffreyMarkLevine.com for both individual and couples coaching. To pick up his ebook “How To Talk To A Man”,
Teal Elisabeth, CEO & Founder of Relax Into Love Coaching, supports ambitious, high achieving women to become masters of their love life & manifest their most desired relationship with joy and ease. She is a Spiritual Love and Relationship Coach trained in the principles of Feminine Energy, NLP, & deep subconscious reprogramming. Through her teachings, she helps women awaken to elevated partnership and divine connection within themselves and their partner. She has been happily co-creating a deeply soul-nourishing spiritual partnership with her husband for the last 9 years while traveling the world as nomadic entrepreneurs. They are now happily settled in Washington and soaking up a new chapter of life with their first baby! Join the Relax into Love Private Facebook Group Community here: www.facebook.com/groups/relaxintolove Download your free guide: The 8 Principles to Become Magnetic to Men: https://www.tealelisabeth.com/freebie-page Join her free 60 minute training "How Ambitious Women Become Magnetic to High Quality Men without dimming their shine or sacrificing their power" https://www.tealelisabeth.com/register And if you're looking to deepen the emotional intimacy and connection with your partner, please reach out to Jeffrey at JeffreyMarkLevine.com for both individual and couples coaching. To pick up his ebook “How To Talk To A Man”,
Greta Grace has over 30 years of professional therapy experience, specializing in couples, individuals and sexual education. She is committed to your empowerment through the cultivation of skills and resources to create vibrant intimacy and an optimized life. In this episode we discuss how to move from disconnection to reconnection in relationships. And how couples can grow from falling in love to rising in love. And how these skills can solve many of the common relationship problems. "When we move away from the storms and chaos and blame, shame, criticism, disconnection of emotions and feelings, we can listen for what the need is underneath the feeling. Because the need is where the traction is. And it's supporting women to not only talk about their feelings, but talk about their desire for connection, for contact, for being heard or seen." - Greta Grace You can reach Greta at: https://gretagracelmft.com/ https://www.redtent.org And if you're looking to deepen the emotional intimacy and connection with your partner, please reach out to Jeffrey at JeffreyMarkLevine.com for both individual and couples coaching. To pick up his ebook “How To Talk To A Man”,
Sophia Shah's purpose and mission is to help women make choices from a place of worthiness. "When we make choices from high self-worth and regard ourselves with high value we become magnets for a relationship that feels fulfilling, satisfying and connected." We forget who we are and become enmeshed with the idea of outside validation ... we convince ourselves we need to be someone other than ourselves. Because who we are ... is just not enough. If this lands for you, please reach Sofia at: https://lovecoached.com/ ... and on Instagram at: https://www.instagram.com/lovecoached/ And if you're looking to deepen the emotional intimacy and connection with your partner, please reach out to Jeffrey at JeffreyMarkLevine.com for both individual and couples coaching. To pick up his ebook “How To Talk To A Man”,
Dr. Meg Haworth is the founder of Get Well Now, a Los Angeles-based company with clients worldwide that provides transpersonal therapies, online wellness programs, nutritional cooking, books, podcasts, videos, and holistic wellness solutions for successful women survivors of abuse with her proprietary emotional release technique & nutrition advice gained from 15 years as a private chef and advisor to celebrities. She also runs an online course and certification program for therapists and coaches to help them decrease empathic overload and build self-trust through intuitive development so that they feel energized after client interactions. For over two decades, Dr. Meg has helped thousands of people heal their bodies and their lives. For more information, you can visit www.meghaworth.com. In this episode we discuss how to recognize the signs of a narcissistic abusive relationship and how to begin the healing process after the fact. WEBSITE: http://meghaworth.com/ TWITTER: https://twitter.com/drmeghaworth LINKED-IN: https://www.linkedin.com/profile/view?id=AAIAAAB_1gYB6r6fkmzmODj7NItA4z_b__obI6Y&trk=nav_responsive_tab_profile_pic INSTAGRAM: https://twitter.com/drmeghaworth YOU TUBE CHANNEL: https://www.youtube.com/channel/UCQkVslwnvcEBYjTkTtvpP2Q And if you're looking to deepen the emotional intimacy and connection with your partner, please reach out to Jeffrey at JeffreyMarkLevine.com for both individual and couples coaching. To pick up his ebook “How To Talk To A Man”,
Isabel Darling feels passionate about helping women re-ignite their current relationship by shifting old patterns and programming that actually makes the man pull away, and replacing those with new patterns that ignites attraction and emotional intimacy in the relationship. We discuss the importance of being in one's feminine energy in relationships. And while women are often brought up to be in their masculine energy, this can be detrimental to relationships. Feminine energy allows one to be more in tune with their needs and desires, and to express those needs and desires to one's partner in a non-demanding way. Isabel is accepting new clients for her 1:1 coaching, and you can reach Isabel and get a list of all of her resources here: direct.me/isabeldarlingcoaching You can also browse through her socials here: Instagram: https://www.instagram.com/isabeldarlingcoaching/ Tik Tok: https://www.tiktok.com/@isabeldarlingcoaching?lang=en Youtube: https://www.youtube.com/channel/UCkkFs8ZXkUb7BT6Rp1PMkRQ And if you're looking to deepen the emotional intimacy and connection with your partner, please reach out to Jeffrey at JeffreyMarkLevine.com for both individual and couples coaching. To pick up his ebook “How To Talk To A Man”,
Out with the old and in with the new! There's a new Secure Act, the Secure Act 2.0, that brings changes to tax and retirement plans for those aged 50 and above. Tune in to learn about the changes in the Secure Act 2.0 and how they affect those nearing retirement and those who are already retired.
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 nerd at kitces.com, home of the popular Nerd's Eye View blog. Jeff recently launched a podcast with Ed Slott called The Great Retirement Debate. He has authored several books, including The Baby Boomer's Guide to IRA Planning, The Financial Advisor's Guide to Savvy IRA Planning, and The Definitive Guide to Required Minimum Distributions for Baby Boomers. Jeff is a frequent public speaker and media commentator and maintains a high profile on social media and on the Nerd's Eye View blog, where he readily shares tax and retirement planning insights. ThinkAdvisor recently named Jeff Thought Leader of the Year for 2022.BackgroundBioThe Great Retirement Debate podcastThe Baby Boomer's Guide to IRA Planning and The Financial Advisor's Guide to Savvy IRA Planning by Jeffrey LevineThe Definitive Guide to Required Minimum Distributions for Baby Boomers, by Jeffrey LevineNerd's Eye View blogThe Great Retirement Debate podcast“Should I Take Social Security at Age 62?” Episode 1, greatretirementdebate.com, Nov. 10, 2022.Changes in 2023“Getting Clients Comfortable Delaying Social Security With Reversible Delays,” by Jeffrey Levine, financial-planning.com, March 14, 2022.“4 Ways Inflation Can Help Clients Cut Taxes in 2023,” by Ed Slott, thinkadvisor.com, Dec. 14, 2022.“Inflation and Rising Interest Rates Have Stressed the 60/40 Investment Portfolio Strategy—'But It's Not Dead,' Says Financial Advisor,” by Greg Iacurci, cnbc.com, June 24, 2022.“How the TCJA Tax Law Affects Your Personal Finances,” by Amy Fontinelle, Investopedia.com, Dec. 27, 2022.Secure Act. 2.0“The Impact of New IRS Proposed Regulations on the SECURE Act,” by Jeffrey Levine, financial-planning.com, May 17, 2022.“Secure 2.0 Act Needs a Fix: Jeff Levine,” by John Manganaro, thinkadvisor.com, Dec. 22, 2022.“Jeff Levine Answers Secure 2.0 Tax Questions From Advisors,” by John Manganaro, thinkadvisor.com, Jan. 6, 2023.“SECURE Act 2.0: Later RMDs, 529-to-Roth Rollovers, and Other Tax Planning Opportunities,” by Jeffrey Levine, kitces.com, Dec. 28, 2022.Taxes in Retirement“How Advisors Can Help Clients Get Early Retirement Account Distributions—Without Paying a Penalty,” by Jeffrey Levine, financial-planning.com, May 4, 2022.“3 Reasons the New RMD Tables for 2022 (and Beyond) Are Overrated,” by Jeffrey Levine, forbes.com, Feb. 14, 2022.Other“Jeff Levine: Cracking the New Retirement Code,” The Long View podcast, Morningstar.com, Feb. 12, 2020.“Michael Kitces: Does Portfolio Customization Pay Off?” The Long View podcast, Morningstar.com, Aug. 23, 2022.
Have you thought about opening a Roth IRA for your child? A Custodial Roth IRA can be a great way to start saving for a child's future, but it's important to understand the tax implications and the income requirements before opening an account. In this episode, Melissa Fradenburg, AIF, ® discusses how a Custodial Roth IRA allows parents to start saving for their child's future early as well as some of the limitations and considerations before opening this type of account.Resources:Learn more about Pearl Planning. Watch Michigan MESP 529 Savings Plan – Everything You Need To Know – Webinar Replay.Listen to Episode 86: Demystifying the FAFSA Form with Ann Garcia.Read SECURE Act 2.0: Later RMDs, 529-to-Roth Rollovers, And Other Tax Planning Opportunities, Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSASign up for our 2023 Winter Economic Update and Investment Outlook or our Retirement Readiness Webinar. Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.
The Consolidated Appropriations Act of 2023 (HR 2617), referred to as The Secure Act 2.0, was signed into law in late 2022, and includes important provisions affecting retirement savings plans which are intended to build upon the 2019 SECURE Act. In this episode Melissa Joy, CFP, ® and Melissa Fradenburg, AIF, ® break down many of the parts of this bill as it related to changes in retirement savings and your financial plan. What you should do to prepare for tax, contribution limit, RMD and education savings changes as a result of this bill. Resources:Learn more about Pearl Planning. Read SECURE Act 2.0: Later RMDs, 529-to-Roth Rollovers, And Other Tax Planning Opportunities, Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSALink to the Consolidated Appropriations Act of 2023 (HR 2617)Sign up for our 2023 Winter Economic Update and Investment Outlook or our Retirement Readiness Webinar. Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.
Deciding whether to delay filing for Social Security is a hefty decision. Waiting to collect Social Security until age 70 will increase your monthly benefit by 32%, but that doesn't mean much if you don't live long enough to reap the rewards of being patient. In today's retirement headlines segment, I'll share an article written by Jeffrey Levine from Kitces.com that discusses a workaround to the seemingly all-or-nothing decision of whether to collect Social Security benefits at full retirement age or to delay filing until age 70. If this decision has been weighing heavily on your mind, you won't want to miss this episode. Outline of This Episode [1:22] If you are a do it yourself investor you are your own financial advisor [5:30] Retroactive payments are granted as a lump sum payment [7:03] Use the nudge strategy [9:00] Drawbacks to the 6-month nudge strategy [12:48] Using QLACs and MYGAs to enhance a bucket strategy DIY investors need plenty of tools in their retirement planning toolbox Jeffrey Levine, the author of Getting Comfortable Delaying Social Security with Six Month Reversible Delays, has a way of explaining complex financial concepts by breaking them into understandable bites. You can follow him on Twitter @CPAPlanner if you are looking for another go-to financial resource. Although today's retirement headline was written for financial advisors, it contains valuable information for the do-it-yourself investor. As a DIY investor, you need to recognize that you are your own financial advisor. Kitces.com offers a wealth of information and is one of my favorite retirement planning resources. Nudging your Social Security claiming decision can lessen the worry of making the wrong choice The biggest question that you probably have about Social Security is how big will your benefit be? The answer hinges on two factors: your earnings history and when you choose to take your benefit. By the time you get ready to retire, there isn't anything you can do about your past earnings history, but you can control when you decide to collect your benefit. The longer you wait to collect, the larger your monthly check will be. Each year that you choose to wait your payment will increase by 8%. With lifespans continually increasing it can make a lot of sense to delay filing for Social Security. However, not everyone will live long enough to reap the rewards of delaying their monthly benefit. Many people see the decision to delay taking Social Security until age 70 as an all-or-nothing endeavor, but that is not the case. In fact, as Jeffrey Levine explains, this decision can actually be broken up into a series of 8 smaller decisions. By using the strategy of nudging the decision forward every 6 months, you can break this seemingly all or nothing choice into 8 separate, independent, reversible decisions which will lessen the fear of an all or nothing approach. Challenges to using the every 6-month nudging approach As with every financial strategy, there are drawbacks to using the nudge approach every 6 months. The most obvious is that if you happen to die during your wait, you won't be able to collect the benefits. The author makes an important side note for married couples to consider this drawback. Listen in to hear what it is. Another downfall is that retroactive applications can reduce your lifelong benefits. Something else to consider is that if you file retroactively, you will receive retroactive benefits in a lump sum which could lead to a spike in your marginal tax rate for the year. Breaking down the decision of when to claim your retirement benefits into many smaller, less drastic decisions can give peace of mind to the decision-maker especially when they understand that the decision is reversible. Resources & People Mentioned Getting Comfortable Delaying Social Security with Six Month Reversible Delays Kitces.com Jeff Levine on Twitter @CPAPlanner Connect with our Sponsor Boomer Benefits Boomer Benefits Facebook Page Boomer Benefits YouTube Channel Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com Follow Ben on Twitter: https://twitter.com/retiremeasap Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify
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Lylian Toscano is a dating and relationship coach. She helps single women feel desired, sexy & confident through their dating process. She's passionate about helping women transform their love life by providing them with the right tools to balance the masculine and feminine energy in a romantic relationship. She guides her clients through a transformative process to heal what blocks them from having true love and intimacy. She's passionate about helping women transform their love life by providing them with the right tools to balance the masculine and feminine energy in a romantic relationship. You can get her program Master Your Magnetism
When tax laws change and new things are passed in Congress, it's helpful to have an understanding of how those changes affect you and your finances. Fellow CPA and industry legend Jeff Levine joins the show today to share his wealth of knowledge on taxes and discuss how the Inflation Reduction Act may—or may not—affect taxes. Tune in to hear his analysis of the law changes, what's going on with the enforcement of tax laws, and more.
Every relationship experiences a rupture at some time - an argument that causes a disconnection. And sometimes when that happens, we feel lost and unsure how to find our way back. My guest today, Brad Werner, is an attachment oriented therapist who works with couples, families and individuals. He offers clinical supervision for counselors, and is a Certified Supervisor and Therapist in Emotionally Focused Therapy. Along with his wife, he owns St Louis Counseling Center, a thriving private practice in St. Louis, MO. Today we talk about how to navigate those ruptures and begin the process of repairing the relationship. To reach Brad, follow these links: St Louis Counseling Center Brad Werner LinkedIn And if you're looking to deepen the emotional intimacy and connection with your partner, please reach out to Jeffrey at JeffreyMarkLevine.com for both individual and couples coaching. To pick up his ebook “How To Talk To A Man”,
Effective tax planning requires a big-picture approach to reduce a client's tax bill over their whole life. That's the view of Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, who brings a holistic view to his work as a financial advisor. “Most CPAs are historians – they're looking back and recording what happened, but I'm more interested in looking at the future," Jeffrey says. From his perspective, the important thing to manage isn't the tax that clients owe today, but how much they might owe in the future – and how to minimize that tax bite. You can find show notes and other information at CarsonGroup.com/Framework. Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.Investment products contain risk and may lose value. There is no guarantee that an investment product will be successful in achieving its objectives. Investors should consult their investment professional prior to making an investment decision.This podcast is brought to you by Carson Group and PIMCO, who are unaffiliated entities. This material contains the opinions of the speakers and not necessarily of Carson Group or PIMCO and such opinions are subject to change without notice. This podcast may include discussions of investment strategies. These discussions are for illustrative purposes only and may not be appropriate for all investors. The discussions are not based on any particularized financial situation, or need, and are not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other strategy, product or service. Individuals should consult with their own financial advisors to determine the most appropriate allocations for their financial situation, including their investment objectives, time frame, risk tolerance, savings and other investments. Pimco does not provide legal or tax advice. Further, this seminar is not intended to provide specific legal, tax, or other professional advice in this podcast. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Any tax statements contained herein are not intended or written to be used, and cannot be relied upon or used for the purpose of avoiding penalties imposed by the Internal Revenue Service or state and local tax authorities. Individuals should consult their own legal and tax counsel as to matters discussed herein and before entering into any estate planning, trust, investment, retirement, or insurance arrangement.
In this special edition Swift Chat from the Investments & Wealth Institute's ACE Academy 2022, Marie Swift interviews a range of guests from the IWI Digital Hive including: Jeffrey Levine, Chief Planning Officer of Buckingham Strategic Wealth Partners Stephen J. Resch, Vice President of Retirement Strategies of Finance of America Reverse LLC Dan Wanous, MBA, Business Development Officer of Thrivent Advisor Network Anthony D. Mlachnik, MBA, CIMA®, BFA®, Advisor at NorthRock Partners Roger Ibbotson, Professor at Yale School of Management and Chairman and Chief Investment Officer at Zebra Capital Jessica Flynn, Communications Director of FP Transitions Ray Sclafani, Founder and CEO of ClientWise LLC Mark Paulson, Global Hedging Business Development at Allianz Life Insurance Company of North America Tim Whiting, Chief Revenue Officer and Managing Director of Sales of Investments & Wealth Institute
This week David is joined by Jeffrey Levine. Share with a Friend
Jeff Levine is a partner with A&L since 1983, serves as “Chairman of the Board” and oversees the firm's strategic planning. He got his undergrad degree from Boston University and loves penguins. Listen to this informative The Confident Retirement episode with Jeffrey Levine. Here is what to expect on this week's show: - What Jeff would do if he started over - What is a financial therapist? - Importance of having a good bookkeeping system - Big issues for small businesses - How to set up a succession plan - Things not to do before filing taxes Connect with Jeff: Links Mentioned: https://www.alkon-levine.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Continuing what started as an experiment, here is #2 in our In The Raw series. In this episode we explore an argument we had the previous night, and try to get some clarity on what actually happened. For those not familiar, in this series, Rori Raye (my wife) and I decided to try something where we set up the mic and start recording - with no planning. Our goal is to capture us talking about our decades-long marriage - what's worked and what hasn't worked - as we navigate the inevitable challenges that couples face. We've both spent years coaching others, so how do those tools and techniques play out in our own home? That's what we want to explore. Jeffrey (and Rori) You can reach Rori at CoachRori.com And if you're looking to deepen the emotional intimacy and connection with your partner, please reach out to Jeffrey at JeffreyMarkLevine.com for both individual and couples coaching. To pick up his ebook "How To Talk To A Man",
Dr. Nethra Samarawickrema supports individuals and couples through her coaching practice called “Find Your Yes.” She teaches couples key skills for building intimacy using her toolkit called “Communication for Co-Creation.” Her clients learn how to design an intentional relationship, by listening for each other's needs, and by creating agreements that can hold these needs while adapting them to change as they both grow. Please visit her website, WorkWithNethra.com. Nethra also runs the Lab for Listening with her collaborator Yuri Zaitsev, where they train people how to transform conflicts into opportunities for connection. At ListenUpLab.com. And if you're looking to deepen the emotional intimacy and connection with your partner, please reach out to Jeffrey at JeffreyMarkLevine.com for both individual and couples coaching. To pick up his ebook "How To Talk To A Man",
Usually, I try to edit these episodes down to 15 minutes or so. But, once Newt and I got rolling, there was so much good information that I decided to leave it all in, and let the episode run a little long. Since 2007, Newt Bailey has been leading workshops and retreats, coaching individuals and groups, and mediating conflict in both public and organizational settings, in the USA and Europe. In his work, he shares the essential core of Nonviolent Communication (NVC) and teaches the principles of NVC in a way that frees students from specialized language. His approach allows "connected communication" to grow in small, quickly assimilated steps. His passion is to help people connect and find the potential for mutually satisfying change that lies within conflict. “I am convinced that the changes we want to see in our lives, our communities and our world begin with changes in how we think and communicate.” Please visit his website, CommunicationDojo.com. Scroll down and you'll find links to his upcoming workshops, including Communication In Intimate Relationships; Anger, Judgment and Self-Connection; as well as drop-in workshops and practice sessions. And if you're looking to deepen the emotional intimacy and connection with your partner, please reach out to Jeffrey at JeffreyMarkLevine.com for both individual and couples coaching. To pick up his ebook "How To Talk To A Man",
This episode is a bit different. In fact, it's an experiment. Rori Raye (my wife) and I decided to try something new - where we set up the mic and start recording - with no planning. Instead, the goal is to capture us talking about our decades-long marriage - what's worked and what hasn't worked - as we navigate the inevitable challenges that couples face. We've both spent years coaching others, so how do those tools and techniques play out in our own home? That's what we want to explore. So this is episode one. There is more to come. Jeffrey (and Rori) You can reach Rori at CoachRori.com And if you're looking to deepen the emotional intimacy and connection with your partner, please reach out to Jeffrey at JeffreyMarkLevine.com for both individual and couples coaching. To pick up his ebook "How To Talk To A Man",
Benson Scott is a restorative justice practitioner, specializing in mediation and education. One of my earliest memories of Benson is watching him mediate for a couple, in a workshop, and I was blown away by how skilled he was in bringing clarity and connection to both participants. In this episode, he shares with us what he's learned after years of practice, about connection in a relationship. Benson works with couples and families, and he is involved in creating a restorative justice family retreat, scheduled for July 2022. When I'm feeling triggered, when I'm feeling super strong emotions that might make me say things I could regret later, I need to ask for a pause, and to language it just like that - ‘I need to pause here because I'm feeling too upset or angry, whatever it is… and can we reconvene in 15 minutes?' You can reach Benson at info@bensonscott.com. And if you're looking to deepen the emotional intimacy and connection with your partner, please reach out to Jeffrey at JeffreyMarkLevine.com for both individual and couples coaching. To pick up his ebook "How To Talk To A Man",
Jen Michelle is a LCSW and Certified Relationship Coach, who previously worked with men as a clinical social worker. In this episode, Jen shares with us her wisdom from years of working exclusively with men, and how those skills played out in her own marriage. She is passionate about helping women become their most authentic self to have the deep connection they desire, and to help them create and transform, what's possible in their love lives. You can find more of Jen's work on her website, JenMichelleCoaching.com where you can download her free report “Magnetic Sensitivity.” You can also find Jen on Facebook, Instagram, and Youtube, for some additional content and motivation. And if you're looking to deepen the emotional intimacy and connection with your partner, please reach out to Jeffrey at JeffreyMarkLevine.com for both individual and couples coaching. To pick up his ebook "How To Talk To A Man",
Jeff Koziatek, The Performance Coach, a veteran of over 4000 performances, embodies and shares the highs, bruises, and wisdom gained from 20 years as an international entertainer. In this episode, Jeff opens up about an existential disappointment in his life, and how he and his wife navigated that situation into a deeper connection and renewed commitment to their relationship. Business leaders and organizations hire Jeff to help successfully navigate transitions, clarify communication, sharpen focus, improve presence, and increase productivity. Empower your core self and experience authentic success and freedom. Schedule a free 30 minute strategy call with Jeff or join the Mindset Motivation Club at CoreAuthenticity.com, and connect with him on Linkedin (www.linkedin.com/in/jeffkoziatek/). And if you're looking to deepen the emotional intimacy and connection with your partner, please reach out to Jeffrey at JeffreyMarkLevine.com for both individual and couples coaching. To pick up his ebook "How To Talk To A Man",
Rori Raye is best known as the author of Have The Relationship You Want and creator of The Modern Siren. She is also my wife, and many of the things we talk about here, we've actually test-run in our marriage. This episode was initially meant to be a "practice" episode for my podcast. After listening to it, I felt we covered some great material, and Rori offers some valuable perspectives. We will do other episodes as well, and here is the first one. Though she's developed hundreds of specific Tools that've helped thousands of women succeed in love quickly and nearly effortlessly, and now personally trains coaches worldwide to help women one-to-one by using her unique, theatrical and experiential Rori Raye Method of Coaching, Rori always says that her biggest credential is her personal story. How she took herself from unhappy "crumb taker" to hugely happy "Modern Siren" with a fabulous, life-long marriage to a great man...if she could do it, you can do it...no matter how different things seem out there now, it's all really still the same... I'll show you step-by-step how what you do and don't do make all the difference in a relationship with a man. Learn how to express yourself with words and body language that builds confidence and self-esteem and gets him feeling crazy IN LOVE with you. You can reach Rori at CoachRori.com. And if you're looking to deepen the emotional intimacy and connection with your partner, please reach out to Jeffrey at JeffreyMarkLevine.com for both individual and couples coaching. To pick up his ebook "How To Talk To A Man",
Naomie Thompson is a dating and relationship coach living on the south coast of England. Naomie and I talk about the power of connecting with your own vulnerability and what that looks like in your relationship. And we explore this whole idea of "holding space" - what that really means. In her coaching practise Naomie guides you to be loved and cherished through a process of learning what you're doing that's keeping love away, uncovering the hidden beliefs you have (that sabotage love or have you constantly attracting the wrong partners) and bringing you back to your soft, magnetic feminine self, your true nature. She helps women attract deep connected love by being more themselves than they've ever dared to be. Something a masculine energy man craves more than anything in a partner is a woman in her warm feminine energy, who can express her vulnerable feelings, receive what he gives her and trust him to lead the relationship. If that feels impossible right now, Naomie has the skill, heart and compassion to get you there. You can connect with Naomie at NaomieThompson.com. And if you're looking to deepen the emotional intimacy and connection with your partner, please reach out to Jeffrey at JeffreyMarkLevine.com for both individual and couples coaching. To pick up his ebook "How To Talk To A Man",
Deciding whether to delay filing for Social Security is a hefty decision. Waiting to collect Social Security until age 70 will increase your monthly benefit by 32%, but that doesn't mean much if you don't live long enough to reap the rewards of being patient. In today's retirement headlines segment, I'll share an article written by Jeffrey Levine from Kitces.com that discusses a workaround to the seemingly all-or-nothing decision of whether to collect Social Security benefits at full retirement age or to delay filing until age 70. If this decision has been weighing heavily on your mind, you won't want to miss this episode. Outline of This Episode [1:22] If you are a do it yourself investor you are your own financial advisor [5:30] Retroactive payments are granted as a lump sum payment [7:03] Use the nudge strategy [9:00] Drawbacks to the 6-month nudge strategy [12:48] Using QLACs and MYGAs to enhance a bucket strategy DIY investors need plenty of tools in their retirement planning toolbox Jeffrey Levine, the author of Getting Comfortable Delaying Social Security with Six Month Reversible Delays, has a way of explaining complex financial concepts by breaking them into understandable bites. You can follow him on Twitter @CPAPlanner if you are looking for another go-to financial resource. Although today's retirement headline was written for financial advisors, it contains valuable information for the do-it-yourself investor. As a DIY investor, you need to recognize that you are your own financial advisor. Kitces.com offers a wealth of information and is one of my favorite retirement planning resources. Nudging your Social Security claiming decision can lessen the worry of making the wrong choice The biggest question that you probably have about Social Security is how big will your benefit be? The answer hinges on two factors: your earnings history and when you choose to take your benefit. By the time you get ready to retire, there isn't anything you can do about your past earnings history, but you can control when you decide to collect your benefit. The longer you wait to collect, the larger your monthly check will be. Each year that you choose to wait your payment will increase by 8%. With lifespans continually increasing it can make a lot of sense to delay filing for Social Security. However, not everyone will live long enough to reap the rewards of delaying their monthly benefit. Many people see the decision to delay taking Social Security until age 70 as an all-or-nothing endeavor, but that is not the case. In fact, as Jeffrey Levine explains, this decision can actually be broken up into a series of 8 smaller decisions. By using the strategy of nudging the decision forward every 6 months, you can break this seemingly all or nothing choice into 8 separate, independent, reversible decisions which will lessen the fear of an all or nothing approach. Challenges to using the every 6-month nudging approach As with every financial strategy, there are drawbacks to using the nudge approach every 6 months. The most obvious is that if you happen to die during your wait, you won't be able to collect the benefits. The author makes an important side note for married couples to consider this drawback. Listen in to hear what it is. Another downfall is that retroactive applications can reduce your lifelong benefits. Something else to consider is that if you file retroactively, you will receive retroactive benefits in a lump sum which could lead to a spike in your marginal tax rate for the year. Breaking down the decision of when to claim your retirement benefits into many smaller, less drastic decisions can give peace of mind to the decision-maker especially when they understand that the decision is reversible. Resources & People Mentioned Getting Comfortable Delaying Social Security with Six Month Reversible Delays Kitces.com Jeff Levine on Twitter @CPAPlanner Connect with our Sponsor Boomer Benefits Boomer Benefits Facebook Page Boomer Benefits YouTube Channel Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/ Follow Ben on Twitter: https://twitter.com/retiremeasap Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify
Guest says that to do business in New York, you have to be able to "ride the waves - to absorb the ups and downs." Long-time colleague and friend, Jeff Levine, bullish on New York's future despite 9/11 and economic disruptions, reviews his early ventures in Williamsburg and West Chelsea (now Hudson Yards). Working with social service agencies, Levine builds senior housing, homeless facilities along with affordable and mixed income apartments.
In this interview, Cheryl Carver of the APWCA interviews Dr. Jeffrey Levine about his new article, Wound Care Consultation in Postacute/Long-term Care: Characteristics and Practice Implications. They discuss the study’s unique findings; how COVID-19 has altered the wound care landscape, perhaps forever; and the realities and requirements of care across the continuum, including budgeting, documentation, and interprofessional communication.
Jeffrey Levine is a highly skilled Tax Planner and Business Strategist, as well as a published author, and sought-after speaker. He's been featured in national magazines, on the cover of Influential People Magazine, and a frequent featured expert on radio, talk shows, and documentaries. Mr. Levine attended the prestigious Albany Academy for High School, and then went on to University of Hartford at Connecticut, University of Mississippi Law School, Boston University School of Law, and earned an L.L.M. in Taxation Subscribe to: https://thetinaramsayshow.com/ Join our Free Epic Business Leaders Facebook Community for Entrepreneurs to Connect, Collaborate, Learn, and Grow! Click here to Join: https://www.facebook.com/groups/393591751885996 Our Digital Connections: https://www.supadata.net/cards/Heal_The_Honeypot_Tina_Ramsay_28904.asp --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/thetinaramsayshow/message Support this podcast: https://anchor.fm/thetinaramsayshow/support
TEXT EZWAY TO 55678 SOCIAL NETWORK EZWAYWALLOFFAME.COM Brought to you by BRAINTAP.COM/EZWAY Radio Boomers Live Like our FB Page Every Mon. 10 a.m. PST With Host: James Zuley and Reatha Grey Reatha Grey Tech Time: Special Guests: JEFFREY LEVINE - Jeffrey LevineWealth Building Expert Jeffrey Levine is a student of Eric Zuley and his Monetize Your Media and Distribution Program. Learn how to get on JLSTV and how it can help you. Jeffrey Levine is a highly skilled Tax Planner and Business Strategist, as well as a published author, and sought-after speaker. He’s been featured in national magazines, on the cover of Influential People Magazine, and a frequently featured expert on radio, talk shows, and documentaries. Hot Topic: News Updates Jim's Gem: Think twice... Carmelita's Corner Special Guest: ERNESTA WRIGHT - Ernesta Wright is the Executive Director of the Green Foundation, which is a philanthropic non-profit, which has benefited hundreds of individuals. Its current campaign is to encourage individuals to participate in eradicating Covid 19 by cooperating with the national efforts underway.
In this episode, Steve talks with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners. Jeffrey is a lifelong learner who thrives in a book or a classroom or surrounded by seasoned professionals. Having grown up around the financial industry, he learned much of what he knows now through osmosis. It's no surprise that when he chose to become an advisor, he immersed himself in learning wherever he could. Jeffrey recommends all new advisors have the same education-first approach to improve client outcomes and establish themselves as the go-to person for a given specialty. While his day-to-day life no longer involves meeting with clients, Jeffrey focuses on rolling out wealth-planning conversations that allow advisors to address planning issues in a way that's comprehensible and motivates client action. Jeffrey and Steve discuss the importance of education, why timeliness is currency, and the no. 1 reason why technology can never replace human advisors. “What may be mathematically best for clients is not always what is truly best for clients. And that's because we have to take into consideration feelings and desires and goals, and then also, what is the client actually going to do and stick with? Because a financial plan is not worth the piece of paper it's written on if the client doesn't actually do what is suggested and implement. And that is where advisors provide unique value that I don't see being able to be replicated by any software, by any computer, by any robot for at least the next few decades.” ~ Jeffrey Levine Main Takeaways If you're a new advisor, immerse yourself deeply in your specialty and take education seriously. Seek out sources wherever possible. Become the go-to person for a given specialty. But if you're early in your career, also remember not to put too much pressure on yourself. There's tremendous pressure in the financial services industry and success is a marathon, not a sprint. Focus on the long game. Timeliness is incredibly comforting for clients. If you see a headline on the news, follow up with your clients the following day with at least some indication that you're on top of what's happening. Social media has diluted information. There's more information at your fingertips than ever before. People learn best when they're interested and entertained. In-person presentations are incredibly impactful when it comes to educating both advisors and clients. Links and Important Mentions Jeffrey on LinkedIn Ed Slott and Company, LLC Financial Planning ThinkAdvisor WealthManagement Financial Times CNBC MarketWatch Subscribe and Stay in Touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter
On this week's episode, I am broadcasting both part two of a webinar that I moderated entitled, Fordham REI Presents: Envisioning the Future:Technology, Innovation, and Obsolescence, as well as the first part of the State of the Market that I presented going over all the activity from the First Quarter in New York City. The all-star panel includes Michael Dowling, President & CEO of Northwell Health, Jeffrey Levine, Founder & Chairman, Douglaston Development/Levine Builders/Clinton Management, Christopher Mills, President and COO, Plaza Construction, Jennifer Stewart, Global Head of Real Estate, BNY Mellon and Marc Zuluaga, PE, CEO, Steven Winter Associates.
Since 2020 was the year of working from home, you may be wondering how you can deduct your home office expenses from your taxes now that tax time is upon us. For this reason, we explore an article written by Jeffrey Levine at Kitces.com. Learn the home office deduction rules and discover if they will apply to your situation. Outline of This Episode [2:12] The specifics of the home office deduction [9:19] How to calculate the home office deduction [11:55] Should he open an additional IRA? Who is eligible for the home office deduction? Many small business owners can claim a home office deduction as a tax break. However, not every person working from home can claim this deduction. For instance, the deduction is not accessible for employees who work from their own home offices. People owning partnership interests, on the other hand, are potentially eligible for this deduction. There are specific rules that need to be followed in order to determine whether your home office qualifies. What are the rules to claim the home office deduction? In order to claim the home office deduction, there are requirements that must be met. The home office must pass the exclusive use test. This test dictates that in order to claim a home office deduction, the portion of the home that is deemed the home office must be used entirely for business purposes. Something that limits a person’s ability to claim a home office deduction, but not necessarily eliminates it, is the ability to claim a separately identifiable space within their home that is used exclusively for business purposes. Another stipulation of a home office deduction is the regular use requirement. Occasional office use is not enough, even if the business is the only use for that particular space. It must be used regularly in order to qualify for the home office deduction. Another requirement is that the home office must be considered the taxpayer’s principal place of business for a particular business activity. This means that this is the space where the majority of business is done. Deciding on this can be tricky if you have a home office as well as one in an office building. When deciding on a principal place of business, individuals should consider both the amount of time they spend at their various business locations, as well as the relative importance of the tasks performed at each location. Because of the pandemic, many have had to shift work that they typically did in an office building to spaces in their homes. For the year 2020, people in this situation may be able to claim a home office deduction. How to calculate the home office deduction There are two ways that you can calculate the home office deduction. The regular method will calculate the actual expenses of using your home office space. The simplified method will calculate the square footage of your home office and multiply it by $5. The maximum deduction using the simplified method is $1500. If you are considering using the home office deduction it is important to work with your tax professional to ensure that you are within the detailed guidelines. Make sure to click on through to the article to learn all the details about claiming the home office deduction. Resources & People Mentioned Kitces article on home office deduction Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/ Follow Ben on Twitter: https://twitter.com/retiremeasap Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify
On this week's episode, I am broadcasting part one of a webinar that I moderated entitled, Fordham REI Presents: Envisioning the Future:Technology, Innovation, and Obsolescence. This fantastic and informative webinar goes through the way we are using technology and innovation in today's real estate world. The all-star panel includes Michael Dowling, President & CEO of Northwell Health, Jeffrey Levine, Founder & Chairman, Douglaston Development/Levine Builders/Clinton Management, Christopher Mills, President and COO, Plaza Construction, Jennifer Stewart, Global Head of Real Estate, BNY Mellon and Marc Zuluaga, PE, CEO, Steven Winter Associates.
Are you signed up for the My Social Security account from the Social Security Administration? In this episode, we’ll review a Kitces.com article written by Jeffrey Levine about this important resource. We’ll review the history of My Social Security, how to sign up for it, how its benefit calculations account for inflation, and how Americans can interpret its information in order to understand their social security benefits. Don’t miss this excellent opportunity to review a very important topic. Press play to listen. Outline of This Episode [2:28] How to access your My Social Security account [5:22] What can you do with your My Social Security account? [10:04] A question about my podcast host [11:28] Rusty needs to create about $50,000 of income each year - how should he do it? Background information on My Social Security From 1990 to 2011, the Social Security Administration mailed paper copies of Social Security statements to most American workers. These statements summarized their personalized retirement and disability benefits. However, budget cuts in 2011 paused these mailings, and now workers under age 60 no longer receive mailed statements at all. The only workers to receive Social Security statements by mail are those who were both 60 or older in 2017 and had not yet registered for an online SSA account. How to access your My Social Security account The primary way Americans can access their annual Social Security statements is online via their My Social Security account. To set up a My Social Security account users will be required to provide some basic information on an online form. This information includes first and last name as shown on their Social Security card, Social Security number, date of birth, home address, and email address. After filling out the form, individuals will be required to complete an identity verification process. They can either verify their identity using their smartphone to photo-capture their state-issued ID card, or they can type in their information into the online form. The second method of verification uses financial information such as credit card information, Social Security benefit amount information, a Form W-2 Wage and Tax Statement, or a Schedule SE from their most recent Form 1040. What can you do with your My Social Security account? Once you have set up your My Social Security account and can see your Social Security statements you should do a few things. Verify your reported work history. Review the current estimates of your anticipated Social Security benefits. Explore how the benefits align with your retirement income needs. In the Social Security statements, there are three pages of important information, but most people are concerned with the information on pages two and three. Page two has a summary of your estimated retirement, disability, family survivors, and Medicare benefits. Page three of the statement lists earnings on file for each year from the time an individual began working. Listen in to hear why you should carefully check the income information from the past years. Get your My Social Security account set up to begin your retirement planning Have you set up your My Social Security account yet? This is a great first step to get you on your way to creating your retirement plan. Make sure to listen to the listener questions segment to hear ways to create income in retirement. Resources & People Mentioned Kitces article My Social Security Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/ Follow Ben on Twitter: https://twitter.com/retiremeasap Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify
If you have listened to the news at all lately, you probably know what our Retirement Headlines segment will cover. The American Rescue Plan is all any financial news is talking about these days, so in today’s episode, we’ll explore what you need to know about this recent piece of legislation. Then in the Listener Questions segment, I answer the question: should having a pension change the way we invest the rest of our portfolio? Press play to find out. Outline of This Episode [1:22] Eligibility has been expanded in this new round of stimulus checks [5:36] What does this mean for you? [9:22] What wasn’t included in the American Rescue Plan? [12:10] How to invest if you are in line to receive a pension? Eligibility for stimulus checks has changed The American Rescue Plan is all over the news lately, but the article that I am referencing is written by Jeffrey Levine from Kitces.com titled The American Rescue Plan Act Of 2021: Tax Credits, Stimulus Checks, And More That Advisors Need To Know! The most talked-about part of this tax legislation is, of course, the $1400 stimulus checks which will be soon sent to eligible Americans to provide economic relief from the ongoing pandemic. Not only are the checks more generous, but there are also key eligibility changes from the previous rounds of stimulus checks. Eligibility in this cycle has been expanded from including only children under the age of 17 to include all dependents in the household. However, just because you got a stimulus check last time does not mean you will receive one this time. The income limitations of this package mean that there is a narrower margin of income eligibility. While the beginning of the phaseout starts at the same level of income, $75,000 for individuals and $150,000 for married couples, it phases out much more quickly. The cap for individuals is $80,000 and couples is $160,000. What does this mean for you? If your income is close to that income cap and went down this year then you’ll want to file your taxes as soon as you can. However, if you are one of the lucky few whose income rose in 2020 compared to 2019 and are near or above the phaseout range then hold off on filing your income taxes until after you receive your stimulus payment. What else is in the stimulus package? The stimulus checks weren’t the only thing included in this $1.9 trillion bill. Another significant change included is a significant increase in the child tax credit. This credit has been increased from $2000 to $3000 and $3600 for children under the age of 6. It is important to note that not everyone with children age 17 and under will qualify to receive the enhanced 2021 child tax credit amount since the phase-out ranges will be at significantly lower income amounts than the standard child tax credit. Listen in to find out what else was included and what wasn’t included in the American Rescue Plan and stick around to hear the listener question. Resources & People Mentioned The American Rescue Plan Act Of 2021 from Kitces.com Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/ Follow Ben on Twitter: https://twitter.com/retiremeasap Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify
TEXT EZWAY TO 55678 SOCIAL NETWORK EZWAYWALLOFFAME.COM Brought to you by BRAINTAP.COM Radio Boomers Live Like our FB Page Every Mon. 10 a.m. PST With Host: James Zuley and Reatha Grey Reatha Grey Tech Time: Special Guests: JEFFERY LEVINE - Wealth Building Expert Jeffrey Levine and Virtual Trailblazer Eric Zuley. Learn how to get on JLSTV and how it can help you. Jeffrey Levine is a highly skilled Tax Planner and Business Strategist, as well as a published author, and sought-after speaker. He’s been featured in national magazines, on the cover of Influential People Magazine, and a frequent featured expert on radio, talk shows, and documentaries. Hot Topic: News Updates Jim's Gem: JD3TV review with Eric Zuley guest. Carmelita's Corner Special Guest: HOWARD RICE - Howard Rice, bringing you his rich baritone voice on Carmelita's Corner, will give you a selection of his new CD - "Silent Symphony" was composed by Barry White's guitarist, Stephen Guillory and his brother Tyree Guillory.
EZ TALK LIVE is your best way to virtually shake the hands of people that can help you grow and scale your influence and business. Our podcast/live stream show is synced with our eZWay Wall of Fame which is a socially interactive social network directory similar to the Hollywood Walk of Fame, Yelp, Facebook, Amazon and Netflix VISIT EZWAYWALL.COM TO CHECK IT OUT AND CONNECT! This is the official streaming talk show for the Wall of Fame. We talk TECH, MARKETING, SALES, LEAD GEN, BUSINESS, WEALTH BUILDING, EVENTS, SPEAKING, HEALTH, NEWS and much more... This is the podcast where you get the golden nuggets with Honey and BBQ! This week's EZWay Wall of Fame expert guests are Megan Di Martino, Che Brown, and Shea Vaughn. Money Mindset Magic with Jeffrey Levine This episode features guest experts that specialize in podcasting and accelerating their audience. THIS JUST IN! WE WILL BE SHOWCASING WHAT WE FEEL IS A GIFT FROM GOD. 4 pm
EZ TALK LIVE is your best way to virtually shake the hands of people that can help you grow and scale your influence and business. Our podcast/live stream show is synced with our eZWay Wall of Fame which is a socially interactive social network directory similar to the Hollywood Walk of Fame, Yelp, Facebook, Amazon and Netflix VISIT EZWAYWALL.COM TO CHECK IT OUT AND CONNECT! This is the official streaming talk show for the Wall of Fame. We talk TECH, MARKETING, SALES, LEAD GEN, BUSINESS, WEALTH BUILDING, EVENTS, SPEAKING, HEALTH, NEWS and much more... This is the podcast where you get the golden nuggets with Honey and BBQ! This week's EZWay Wall of Fame expert guests are Megan Di Martino, Che Brown, and Shea Vaughn. Money Mindset Magic with Jeffrey Levine This episode features guest experts that specialize in podcasting and accelerating their audience. THIS JUST IN! WE WILL BE SHOWCASING WHAT WE FEEL IS A GIFT FROM GOD. 4 pm
On part 1 of this series, we discussed what the ticking tax bomb is and the havoc it can cause. Today, we will discuss proactive strategies and examples. Important Links: 5 Tips To Avoid The Ticking Tax Time Bomb PDF Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592
Our guest on the podcast is retirement and tax expert, Ed Slott. He is president and founder of Ed Slott and Company, which provides retirement and tax planning education to investment advisors and financial institutions. Ed has written several books including the recently published Ed Slott's Retirement Decisions Guide: 2020 Edition and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s. PBS viewers may know Ed from his frequent appearances on public television. He also hosts the popular website irahelp.com, where The Slott Report blog regularly dispenses wisdom about retirement, tax, and estate planning. He provides a monthly Q&A column to AARP and is also a contributing columnist and media resource to Financial Planning, Financial Advisor, and InvestmentNews magazines. Ed is a certified public accountant.BackgroundEd Slott bio The Slott Report blog Books by Ed Slott Ed Slott AARP articles Ed Slott InvestmentNews articles Ed Slott Financial Planning articlesIRAs and ConversionsTax-deferred definition A Comprehensive Guide to Tax Treatment of Roth IRA Distributions Roth IRA Conversion Rules “New Tax Law Provides the Opportunity for Tax-Rate Arbitrage on Roth IRAs,” by Ed Slott, InvestmentNews, Feb. 15, 2018. “Seize the Opportunity to Convert to Roths,” by Christine Benz and Ed Slott, Morningstar.com, April 1, 2020. “Rothification?” by Sarah Brenner, Irahelp.com, Oct. 16, 2017. Backdoor Roth IRA definition“The Definitive Guide to the Back-Door Roth,” by Jeffrey Levine, Irahelp.com, Aug. 12, 2015. “Backdoor Roth IRA Conversions Alive and Well,” by Christine Benz and Ed Slott, Morningstar.com, Aug. 14, 2018. “Am I Too Old for an IRA Conversion?” by Christine Benz and Ed Slott, Aug. 21, 2018. “When IRA Conversions Don’t Add Up,” by Christine Benz, Morningstar.com, June 1, 2020. Required Minimum DistributionsRequired minimum distribution definition“The CARES Act and 2020 RMDs,” by Ian Berger, Irahelp.com, Aug. 6, 2020. “The 411 on RMDs for 2020,” by Christine Benz, Morningstar.com, April 22, 2020. “SECURE Act Targets Minimum Distribution Rules,” by Natalie Choate, Morningstar.com, Jan. 8, 2020. Charitable Giving“QCDs: Still Available in 2020 and Still a Good Strategy,” by Sarah Brenner, irahelp.com, April 20, 2020. “How Charitable Giving Is Changing in 2020,” by Christine Benz, Morningstar.com, April 20, 2020. "Morningstar’s Guide to Donor-Advised Funds," Morningstar.com, Nov. 20, 2018. Modified adjusted gross income (MAGI) definition Estate Planning“Did the SECURE Act Kill the Stretch IRA?” by Ed Slott, AARP.com, Feb. 27, 2020. “10 Things to Know about the SECURE Act’s 10-Year Rule,” by Sarah Brenner, IRAhelp.com, Feb. 26, 2020. Step-up in Basis definition Stretch IRA definition
Director of Advanced Planning at Buckingham Wealth Partners joins us for a two part series on taxes and the ticking tax time bomb that looms in the distance. Important Links: Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592
TEXT PROMOTE TO 55678 eZWayNetwork.com Brought to you by IHP GLOBAL Radio Boomers Live Like our FB Page Every Mon. 10 a.m. PST With Host: James Zuley and Reatha Grey Reatha Grey Tech Time: Surprise segment Special Guests: Jeffrey Levine Hot Topic: News Updates Jim's Gem: Where do you Stand Carmelita's Corner: Belinda McCormick
Michael Stoler continues his discussion from the previous episode on "Business and Real Estate in the Midst of the Pandemic" with guests Ofer Yardeni of Stonehenge NYC and Jeffrey Levine of Douglaston Development, Levine Builders and Clinton Management.
Michael Stoler discusses Business and Real Estate in the Midst of the Pandemic with guests Ofer Yardeni of Stonehenge NYC and Jeffrey Levine of Douglaston Development, Levine Builders and Clinton Management.
Gen X & Millennial Money Radio: Competent, Conflict Free Financial Advice for Gen X & Millennials
The CARES Act was signed in to law on 3/26/2020. That same day, Jeffrey Levine, CPA/PFS, CFP, MSA of Kitces.com delivered a comprehensive presentation named "CARES Act - New Rules, Planning Strategies & Opportunities". I reviewed this presentation several time and this episode will provide you with an overview of my initial understanding of the bill as of 3/27/2020.
TEXT PROMOTE TO 55678 eZWayNetwork.com Brought to you by IHP GLOBAL Radio Boomers Live Like our FB Page With Host: James Zuley & Reatha Grey Every Mon. 10 a.m. PST Special Guests: Jeffrey Levine Hot Topic: News Updates Jim's Gem: Be Patient and Research Carmelita's Corner: Steven Gary
Our guest this week is tax and retirement planning expert, Jeffrey Levine. Jeff is director of advisor education at Kitces.com, home of the popular Nerd's Eye View blog. He's also the CEO and director of financial planning for BluePrint Wealth Alliance. Previously, Jeff served as chief retirement strategist at Ed Slott and Company. He has authored several books including, The Baby Boomer's Guide to Savvy IRA Planning, The Financial Advisor's Guide to Savvy IRA Planning, and The Definitive Guide to Required Minimum Distributions for Baby Boomers. Jeff is a frequent public speaker and media commentator, and he maintains a high profile on social media and on the Nerd's Eye View blog, where he readily shares tax and retirement planning insights. BackgroundJeffrey Levine bio Kitces.com Blueprint Wealth Alliance Jeffrey Levine on Twitter: @CPAPlannerSECURE Act: Stretch IRASECURE Act text Stretch IRA definition “SECURE Act And Tax Extenders Creates Retirement Planning Opportunities and Challenges,” by Jeffrey Levine, Kitces.com, Dec. 23, 2019. “Navigating the Secure Act: What Retirement Savers Need to Know to Optimize Their 401(k)s and IRAs,” by Reshma Kapadia, Barron’s, Dec. 20, 2019. “New Retirement Law Throws IRA Heirs a Curveball,” by Mark Miller, Morningstar.com, Jan. 21, 2020. “Inheriting a Parent’s IRA or 401(k)? Here’s How the Secure Act Could Create a Disaster,” by Alessandra Malito, MarketWatch, Jan. 9, 2020. “Who Should Consider a Roth Conversion Under the SECURE Act?,” by Liz Weston, MarketWatch, Feb. 1, 2020. “The Stretch IRA Strategy Is Largely Gone. Here Are 5 Alternatives to Consider,” by Cheryl Winokur Munk, Barron’s, Feb. 8, 2020. Charitable trust definition SECURE Act: RMD Age ChangeRequired minimum distribution definition IRA Required Minimum Distribution Worksheet “How Required Minimum Distribution (RMD) Changes Under The SECURE Act Impact Retirement Accounts,” by Jeffrey Levine, Kitces.com, Jan. 8, 2020. “Why the SECURE Act Makes 2020 the Year of Missed RMDs from IRAs,” by Jamie Hopkins, Forbes.com, Dec. 18, 2019. “Could Later RMDs Lower Your Tax Bill?” by Christine Benz, Morningstar.com, Feb. 3, 2020. “Updated Life Expectancy and Distribution Period Tables Used for Purposes of Determining Minimum Required Distributions,” (proposed rule by the IRS), IRS.gov, Nov. 8, 2019. SECURE Act: Qualified Charitable Distributions“How to Reduce Your Taxes and AGI by Giving to Charity,” by Mark P. Cussen, Investopedia.com, Jan. 16, 2020. “Coordinating QCDs with Post 70 1/2 IRA Contributions Under the SECURE Act,” by Jeffrey Levine, Kitces.com, Jan. 22, 2020. Tax Cuts and Jobs Act of 2017 Adjusted gross income definition SECURE Act: Traditional IRA Contributions After 72“The Kaye Bailey Hutchison Spousal IRA Receives Congressional Agreement,” by Beverly DeVeny, irahelp.com, Aug. 9, 2013. SECURE Act: Open MEPs“Could Multiple-Employer Plans Be a Game Changer for Retirement Security?” by Aron Szapiro, Morningstar.com, Dec. 19, 2019. “Secure Act’s MEP Changes Are a Game Changer for 2020,” by Robert Bloink and William H. Byrnes, ThinkAdvisor, Jan. 8, 2020. “The New American Retirement Plan,” by John Rekenthaler, Morningstar.com, Jan. 14, 2020. “Replacing 401(k) Plans: Further Thoughts,” by John Rekenthaler, Morningstar.com, Jan. 21, 2020. SECURE Act: Annuities in Company Retirement Plans"What the SECURE Act Means for Annuities," by Jamie Hopkins, InvestmentNews, Dec. 17, 2019.“Security Act’s 401(k) Annuity Options: The Pros and Cons,” by William H. Byrnes and Robert Bloink, ThinkAdvisor, Jan. 14, 2020.
Jeffrey Levine, MD, MPH, discusses the diagnosis of PCOS in the primary care setting, addressing associated cardiovascular risks, and the 5 main goals of treatment. For more, visit www.consultant360.com
eCareDiary's caregiving expert, Margery Pabst Steinmetz will speak to Dr. Jeffrey Levine, geriatrician at Mt. Sinai Hospital and photographer about ageism and opportunities for caregivers to change perceptions towards older adults.
Listen in as Sean Bailey and Jeffrey Levine examine possible future tax changes and how advisors should respond.
Savvy Tax has gotten lots of questions about the tax brain teaser featured in "How Tax Planning Changes Through Four Stages of Retirement." Jeffrey Levine walks you through the surprising truth about the Social Security tax torpedo, and explains how to use the Presentation User Manual.
Listen in as Sean Bailey and Jeffrey Levine take stock of the current long-term care insurance market and the most tax-efficient way to pay for end-of-life expenses.
Jeffrey Levine, chair of Douglaston Development, Levine Builders & Clinton Management, guides us through his career, introduces family, talks about "giving back" to philanthropies, like JNF, St. Mary's Healthcare System for Children, the Epilepsy Fdn.
Jeffrey Levine, chair of Douglaston Development, Levine Builders & Clinton Management, guides us through his career, introduces family, talks about "giving back" to philanthropies, like JNF, St. Mary's Healthcare System for Children, the Epilepsy Fdn.
On this show, we talked about defining your idea of financial freedom and the various tax considerations associated with planning with Jeff Levine CPA CFP®, retirement and tax expert, speaker, author and CEO of BluePrint Wealth Alliance. Listen to find out how and why Jeff thinks your family should have a mission statement! For the Difference Making Tip, scan ahead to 16:13. You can learn more about Jeff at BPWAlliance.com, LinkedIn, and Twitter. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, or contact George by clicking here.
Many young financial planners are nervous when first sitting down with clients. Jeffrey Levine takes time in this episode to outline how researching your niche, studying financial planning, and embodying what it means to be an expert can eliminate your worry when you’re just getting started.
Many young financial planners are nervous when first sitting down with clients. Jeffrey Levine takes time in this episode to outline how researching your niche, studying financial planning, and embodying what it means to be an expert can eliminate your...
The Tax Cuts and Jobs Act of 2017 is the most sweeping overhaul of the US tax code since 1986. While its creators insist that it’s going to make filing easier for many Americans; the bill itself is hugely complicated, changes what benefits you may be eligible for and has led to some surprising outcomes. To help you navigate the new legislature as we gear up for tax season, Jeffrey Levine, CEO and Director of Financial Planning at Blueprint Wealth Alliance, joins me on the podcast after appearances on CNBC and CBS to talk about key takeaways and what you and your financial advisors need to watch out for. In this podcast interview, you’ll learn: The goals of tax reform, the new tax brackets and why you need to look at the tax bill in full to truly understand how it will affect your taxes. A number of different ways that high earners may be able to save money under the new tax code—as well as what deductions have changed or are no longer available. Child Tax Credit increases Roth IRA changes How the Pass-Through Deduction will work for small businesses Show Notes: bayntree.com/006
eCareDiary's caregiving expert, Margery Pabst Steinmetz will speak to Dr. Jeffrey Levine, geriatrician at Mt. Sinai Hospital and photographer about ageism and opportunities for caregivers to change perceptions towards older adults.
eCareDiary's caregiving expert, Margery Pabst Steinmetz will speak to Dr. Jeffrey Levine, geriatrician at Mt. Sinai Hospital and photographer about ageism and opportunities for caregivers to change perceptions towards older adults.
eCareDiary's caregiving expert, Margery Pabst will speak to Dr. Jeffrey Levine, geriatrician at Mt. Sinai Hospital and photographer about ageism and opportunities for caregivers to change perceptions towards older adults.
eCareDiary's caregiving expert, Margery Pabst will speak to Dr. Jeffrey Levine, geriatrician at Mt. Sinai Hospital and photographer about ageism and opportunities for caregivers to change perceptions towards older loved adults.
Host Matthew Coller and Jeff Levine – a former lawyer for an NHL team – talk about the recent concussion lawsuit, and whether former NHLers could get a similar settlement to what the NFL recently paid out.
In this episode, host Matthew Coller speaks with attorney Jeffrey Levine, currently a professor at the University of Minnesota-Twin Cities, about legal ramifications of head shots and concussions in the National Hockey League (25:11).
Kenneth Bernstein, President & CEO, Acadia Realty Trust Joseph Ficalora, Chairman, Pres. & CEO, New York Community Bancorp, Inc. Jeffrey Levine, Chairman, Levine Builders & Douglaston Development Stephen Ross Chairman & CEO, The Related Companies
Jeffrey Levine is Your Social Media Visionary at Tamian Associates. SMART Social Media Does your business have Social Media as part of its marketing strategy? Are you utilizing Social Media to the greatest extent possible? What are your SMART Goals and how do they fit into your marketing plan? - How does Facebook, LinkedIn, Meetup, Twitter fit into your strategy? - To blog or not to blog? You will leave with a strategy to utilize Social Media to expand your profits! http://tamianassociates.com/ 408-844-4576
Ronnie Conigliaro, Partner, Marcum LLP Jay Goldstein, Senior Partner, Friedman LLP Paul Konigsberg, President, Konigsberg Wolf & Co. Jeffrey Levine, President, Levine Builders & Douglaston Development
Guest: Jeffrey Levine, MD, CMD Host: Eric Tangalos, MD Death certificates are essential to the creation of public health policies and determination of funding allocation. In addition, death certificates can bring public health epidemics to the forefront. Dr. Jeffrey Levine, clinical associate professor of medicine at New York Medical College, discusses how physicians can accurately report the immediate, intermediate and underlying causes of death. What medical-legal issues might be impacted by the accuracy or inaccuracy of death certificates? Dr. Eric Tangalos hosts.