Jeff Levine

3 Tips When Planning for a Special Needs Child

Wednesday, November 20, 2013
Does one of your clients have a special needs child? Are you starting to plan yourself for a special needs child? Jeffrey Levine details 3 tips you should follow when planning for a special needs child.
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Year-End Roth Conversion Question-And-Answer

Wednesday, November 13, 2013
It's that time of year. The leaves are falling. The holidays are coming. And retirement planning quickly turns to year-end conversion questions. To help the financial advisor-client team with your year-end Roth conversion planning, we have assembled a FAQ list below.
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Retirement-Related Tax Breaks for Military Members

Wednesday, November 06, 2013
With Veteran's Day quickly approaching, Ed Slott and Company IRA Technical Consultant Jeffrey Levine detailed 3 retirement-related tax breaks members of the United States armed forces can take advantage of before year-end.
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Age 55 Exception to the 10% Early Distribution Penalty

Wednesday, October 30, 2013
Most of us know about the 10% early distribution penalty, and still many of us know there are certain ways to avoid it. One of those ways is the "age 55 exception." We look at the "age 55 exception" FAQs in the question-and-answer segment below.
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Simple Questions to Make Sure You Are Eligible to Make a 2013 IRA or Roth IRA Contribution

Wednesday, October 23, 2013
If you put money into an IRA or Roth IRA earlier this year for 2013 or plan to do so before the April 15, 2014 contribution deadline, it’s important to double check and make sure you are actually able to do so. Any amount you contribute to an IRA/Roth IRA that isn’t allowed to be there will cost you a 6% penalty if it is not timely removed by October 15, 2014. Worse yet, that 6% penalty is not a one-time penalty. Every year the errant contribution remains in the account, the 6% penalty is assessed.
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The Government Shutdown Could Cause You Tax Problems

Wednesday, October 09, 2013
For over a week now, the federal government has been partially shut down - what some news outlets have called a slim down - thanks to Congress' inability to come together on any sort of agreement that would have prevented, or at least delayed the issue at hand.
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