Jeffrey Levine, Director of Advanced Planning at Buckingham Wealth Partners, discusses in this Retirement Daily video whether a 401(k) loan is double taxed.
Robert Powell, CFP®
Learn how an elder law attorney can bring unique expertise to your retirement planning process.
Retirement Daily Guest Contributor
Jeffrey Levine, Director of Advanced Planning at Buckingham Wealth Partners, discusses in this Retirement Daily video whether to use the 100-minus-your-age rule-of-thumb to determine your asset allocation.
Optimize tax planning and diversification opportunities along with long-term growth and an element of downside protection with your restricted stock awards.
Jeffrey Levine, director of advanced planning at Buckingham Wealth Partners, discusses in this Retirement Daily video the features and benefits of fixed index annuities.
Retirement Daily contributor Marcia Mantell reflects on Justice Ruth Bader Ginsburg's work to improve Social Security.
Jim Blankenship, author of A Social Security Owner’s Manual, answers a Retirement Daily’s reader’s question using break-even analysis to determine whether to claim Social Security.
Tax planning is an often ignored facet of a retirement plan. Don't confuse annual tax preparation with a long-term tax plan.
There is a broad consensus amongst most parties that Social Security, as it currently exists needs to be reformed in some manner to make it solvent in the long-term.
Retirement Daily
Jeffrey Levine, CPA/PFS, the director of advanced planning at Buckingham Wealth Partners, explains how to invest the fixed-income portion of your portfolio during this period of historically low interest rates.
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