The Tax Cuts and Jobs Act’s Impact on Roth IRA Conversion Planning
One of the greatest retirement account benefits in the entire tax code was dealt a death blow by the Tax Cuts and Jobs Act (TCJA). Prior to the law’s enactment, [...]
How the Tax Bill Will Affect Three American Families
Most Americans will get a tax cut next year under the plan Congress recently passed, but figuring out exactly how much your family will save is tricky. Jeffrey Levine shares [...]
Hannity: Trump created a blueprint for victory
Sean Hannity shares Jeffrey Levine’s insights on how the tax cuts will impact American families.
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A financial advisor seeking to expand your knowledge, an entertaining and informative speaker for your clients and prospects, or seeking support or consulting for complex cases;
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You have come to the right place! With a dedication to the ongoing mastery of the latest and most advanced tax, investment and financial planning concepts. Jeffrey Levine is widely-recognized within the financial industry for his distinct ability to translate complex concepts into relatable, actionable knowledge.
