Scott Bishop, Director of Financial Planning at Avidian Wealth Management hosted a special edition of the STA Money Hour with guest Jeffrey Levine, CPA. Jeffrey Levine is a Techical Expert for Ed Slott and Company – considered guru CPA’s in the field of IRA and related tax planning. During the show, Scott and Jeffrey discuss issues from Top 10 Rollover Mistakes, to Roth Conversions to best practices in IRA planning and 401k Rollovers for Baby Boomers.
Jeffrey Levine, CPA, is an Ed Slott and Company IRA Technical Consultant, an accomplished writer and go-to industry source on the best practices and dangerous pitfalls involving the complex world of IRAs and other retirement accounts. Jeffrey is a contributing writer and editor for Ed Slott’s IRA Advisor newsletter and writes for several areas of the company’s websites,www.irahelp.com and www.irahelp.com/theslottreport. He is a contributing author to the 2012 edition of The Retirement Savings Time Bomb… And How To Defuse It and is a regular contributor to various industry publications. Jeffrey has been quoted in numerous publications throughout the country, including the New York Times, San Francisco Chronicle, Kiplinger’s Retirement Report and the Wall Street Journal.