5 Steps to Creating a Less Taxing Retirement

October 26th, 2023 | 11:00 a.m. Central

Virtual

Retirement should be an eagerly anticipated hallmark event. Unfortunately, outstanding questions driven by complexities and unknowns surrounding retirement displace excitement with uncertainty, even when individuals have properly saved and planned. But it doesn’t need to be this way … we’re here to help!

Join Buckingham Wealth Partners’ Chief Planning Officer and Kitces.com’s Lead Financial Planning Nerd Jeffrey Levine as he shares five strategies to empower those preparing for retirement, including how to:

  • Minimize income tax
  • Maximize Social Security benefits
  • Safeguard portfolios from risk
  • Protect your family’s finances
  • Make your wishes known in the case of incapacity or death
  • Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA

    Jeffrey Levine is a nationally-recognized and award-winning financial advisor, speaker and educator. He is the lead financial planning nerd at Kitces.com, home of the popular Nerd’s Eye View blog, and serves as chief planning officer at Buckingham Wealth Partners.

Thank you for the interest in our recent virtual event!

To view the recording, please visit the resources page of our website. The replays are generally available around a week following the live presentation.

Resources