Jeff Levine: Smart Tax Moves for 2023 and Beyond

<p>Our guest on the podcast today is tax and retirement planning expert, Jeffrey Levine. Jeff is the chief planning officer for Buckingham Strategic Wealth. He’s also the lead financial planning nerd at <a href="http://kitces.com/" target="_blank">kitces.com</a>, home of the popular Nerd’s Eye View blog. Jeff recently launched a podcast with Ed Slott called <i>The Great Retirement Debate</i>. He has authored several books, including <i>The Baby Boomer’s Guide to IRA Planning</i>, <i>The Financial Advisor’s Guide to Savvy IRA Planning</i>, and <i>The Definitive Guide to Required Minimum Distributions for Baby Boomers</i>. Jeff is a frequent public speaker and media commentator and maintains a high profile on social media and on the Nerd’s Eye View blog, where he readily shares tax and retirement planning insights. ThinkAdvisor recently named Jeff Thought Leader of the Year for 2022.</p><p><strong>Background</strong></p><p><a href="https://buckinghamstrategicwealth.com/people/jeffrey-levine-cpa-pfs-cfp-aif-cws" target="_blank">Bio</a></p><p><a href="https://greatretirementdebate.com/" target="_blank"><i>The Great Retirement Debate</i></a> podcast</p><p><a href="https://www.horsesmouth.com/mktgpage/SIRA"><i>The Baby Boomer’s Guide to IRA Planning</i></a> and <a href="https://www.horsesmouth.com/mktgpage/SIRA" target="_blank"><i>The Financial Advisor’s Guide to Savvy IRA Planning</i></a><i> </i>by Jeffrey Levine</p><p><a href="https://books.apple.com/us/book/the-definitive-guide-to-required-minimum/id1099180414" target="_blank"><i>The Definitive Guide to Required Minimum Distributions for Baby Boomers</i></a>, by Jeffrey Levine</p><p><a href="https://www.kitces.com/" target="_blank">Nerd’s Eye View blog</a></p><p><i><strong>The Great Retirement Debate</strong></i><strong> podcast</strong></p><p>“<a href="https://greatretirementdebate.com/should-i-take-social-security-at-62/" target="_blank">Should I Take Social Security at Age 62?</a>” Episode 1, <a href="http://greatretirementdebate.com/" target="_blank">greatretire