Jeff Levine: Smart Tax Moves for 2023 and Beyond

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 17 January 2023

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

Tax guru Jeff Levine discusses Secure 2.0, tax planning before and during retirement, and whether investors should bank on continued low tax rates.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York.
0:23.3	Purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.9	Hi, and welcome to the Longview.
0:34.9	I'm Christine Ben's Director of Personal Finance for Morningstar.
0:38.3	And I'm Jeff Patak, Chief Ratings Officer for Morning Star Research Services.
0:42.7	Our guest on the podcast today is tax and retirement planning expert, Jeffrey Levine.
0:47.9	Jeff is the chief planning officer for Buckingham Strategic Wealth.
0:51.4	He's also the lead financial planning nerd at Kitsis.com, home of the popular
0:56.4	nerds eye view blog. Jeff recently launched a podcast with Ed Slot called The Great Retirement
1:02.3	Debate. He has authored several books, including the Baby Boomers Guide to Savvy IRA Planning,
1:07.9	the Financial Advisors Guide to Sav savvy IRA planning, and the definitive
1:12.5	guide to required minimum distributions for baby boomers. Jeff is a frequent public speaker and
1:18.6	media commentator and maintains a high profile on social media and on the nerds eye view blog,
1:24.2	where he readily shares tax and retirement planning insights. Think Advisor recently named Jeff
1:30.3	thought leader of the year for 2022. Jeff, welcome back to the Longview. Oh, it's great to be here.
1:37.1	Thanks so much for having me. Well, it's great to have you back. We had you on shortly after we launched
1:41.8	the podcast and there are lots of new developments to cover with you.
	...

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