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Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance for Morningstar, Inc.

And I'm Jeff Battack, Global Director of Manager Research for Morning Star Research Services.

Our guest on the podcast today is Tax and Retirement Planning expert, Jeffrey Levine.

Jeff is the lead financial planning nerd, and yes, that's his official title, at Kitsis.com,

home of the popular nerds eye view blog. He is also the CEO and

Director of Financial Planning for Blueprint Wealth Alliance. Previously, Jeff served as chief

retirement strategist at Ed Slott & Company. He has authored several books, including the Baby Boomers

Guide to Savvy IRA Planning, the Financial Advisor'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 Nerds Eye View blog, where he readily shares tax and retirement planning insights. We're thrilled

to have him join us on the podcast today. Jeff, welcome to the Longview. Thanks. Thanks so much

for having me. So we have lots of nitty-gritty questions about retirement and tax planning and the

Secure Act that just passed through Congress. But before we get into them, let's talk about how you

occupy your time. So let's start

with what you're doing for Kitsis.com. Sure. So I basically spend my time nerding out, and that's

...