See All Authors »

Jeffrey Levine, CPA

Chief Retirement Strategist/Director of Retirement
Ed Slott and Company

Jeffrey Levine, CPA, is the Chief Retirement Strategist and Director of Retirement Education for Ed Slott and Company ( He is a go-to industry source on the best practices and dangerous pitfalls for IRAs and critical retirement planning matters. A frequent presenter of advanced training programs, Jeffrey helps educate thousands of financial advisers, CPAs, attorneys and consumers on IRA and retirement planning strategies. Jeffrey can regularly be seen and read promoting retirement education on television, online and in publications throughout the country.

Phone: 800.663.1340

Latest Features

Building Wealth
March 2016

How to Grow Your Retirement Savings Without Growing Your Tax Bill

Moving money from a bank or brokerage account to a Roth IRA can save you a lot in future taxes.

See More From: Building Wealth