Jeff Levine: Cracking the New Retirement Code

<p><p>Our guest this week is tax and retirement planning expert, Jeffrey Levine. Jeff is director of advisor education at <a href="https://www.kitces.com/" target="_blank">Kitces.com</a>, 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, <em>The Baby Boomer's Guide to Savvy IRA Planning</em>, <em>The Financial Advisor's Guide to Savvy IRA Planning,</em> and <em>The Definitive Guide to Required Minimum Distributions for Baby Boomers.</em> 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. <br /></p><p><strong><br /></p><p>Background</strong><br /></p><p><a href="https://fullyvestedadvice.com/about/" target="_blank">Jeffrey Levine bio</a> <br /></p><p><br /></p><p><a href="https://www.kitces.com/" target="_blank">Kitces.com</a> <br /></p><p><br /></p><p><a href="https://www.bpwalliance.com/" target="_blank">Blueprint Wealth Alliance</a> <br /></p><p><br /></p><p>Jeffrey Levine on Twitter: <a href="https://twitter.com/CPAPlanner" target="_blank">@CPAPlanner</a><br /></p><p><br /></p><p><strong>SECURE Act: Stretch IRA</strong><br /></p><p><a href="https://www.congress.gov/bill/116th-congress/house-bill/1865" target="_blank">SECURE Act text</a> </p></p><p><p><a href="https://www.investopedia.com/terms/s/stretch-ira.asp" target="_blank">Stretch IRA definition</a> </p></p><p><p>“<a href="https://www.kitces.com/blog/secure-act-2019-stretch-ira-rmd-effective-date-mep-auto-enrollment/" target="_blank">SECURE Act And Tax Extenders Creates Retirement Planning Opportunities and Challenges</a>,” by Jeffrey Levine, Kitces.com, Dec. 23, 2019. <br /></p><p><br /></p><p>“<a href="https://www.barrons.com/articles/navigating-the-secure-act-what-retirement-savers-need-to-know-to-optimize-their-