Jeffrey Levine

Director of Advanced Planning

Jeffrey Levine, CPA/PFS, CFP, MSA, a Financial Planning contributing writer, is the lead financial planning nerd at Kitces.com, and director of advanced planning for Buckingham Wealth Partners.

Divorce

Divorcing clients? Here’s how to split an IRA

This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.

By Jeffrey Levine

January 14

HSAs

How to manage multiple HSAs for couples

They are triple-tax advantaged, but also introduce significant challenges — especially for life partners with multiple accounts.

By Jeffrey Levine

December 20