Our Resources

Buckingham clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • Retirement

    June 17, 2024

    Are You Ready to Retire? 4 Questions to Consider

    Many individuals approaching retirement are struggling with the question, “Am I ready to retire or should I continue working?” Here are some key points to consider when making this important decision.

    Read the article
  • Estate & Trust

    June 04, 2024

    What You Need to Know When Inheriting an IRA

    In this session, Chief Planning Officer Jeffrey Levine discusses what IRA owners and their beneficiaries should know when transferring accounts to heirs.

    Watch the video
  • Retirement

    May 22, 2024

    7 Critical IRA Errors to Avoid

    Chief Planning Officer Jeffrey Levine shares information on the general principles of financial, insurance, investment, income, retirement and estate planning.

    Watch the video
  • Past Events

    April 19, 2024

    Buckingham Connects Quarterly Webinar: April 2024

    Our thought leaders share their perspectives on markets, the economic outlook, planning opportunities for 2024 and the upcoming election.

    Watch the video
  • Tax Strategies

    November 21, 2022

    Inherited an IRA? Here’s Why Planning Distributions Early Matters

    If you’ve inherited an IRA recently, here’s what you need to know about planning distributions and keeping up with changing tax rules.

    Read the article

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