May 14th, 2024 | 11:30 a.m. Central

Virtual

As a CPA, you understand the rules around IRAs are constantly changing, and they are incredibly and deceptively complex. In fact, each year client mistakes, professional errors and oversights by financial institutions result in millions of dollars of unnecessary client taxation. In this webinar, you’ll learn how to identify and avoid some of the most frequent and costly IRA mistakes.

Join Chief Planning Officer Jeffrey Levine, CFP®, CPA as he shares information on the general principles of financial, insurance, investment, income, retirement and estate planning, including:

  • The costly RMD errors many advisors make without even knowing it!
  • Surprising implications for creditor protection when moving retirement assets.
  • The common mistakes spouses make when inheriting retirement accounts.
  • Other detrimental IRA errors that can derail a client’s retirement plan.
  • Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA  |  Chief Planning Officer

    As the Lead Financial Planning Nerd for Kitces.com and the Chief Planning Officer at Buckingham Wealth Partners, Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-driven planning concepts and strategies. He excels at distilling complex financial laws and policy into understandable resources. His work at Buckingham gives him the ability to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.

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