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Jeffrey Levine, CPA, CFP

Lead Financial Planning Nerd at Kitces.com, CEO and Director of Financial Planning for BluePrint Wealth Alliance LLC

Jeffrey is a Registered Investment Adviser, CEO and Director at BluePrint Wealth Alliance, where he drives the firm’s vision of delivering a unique, modern approach to the financial, tax and estate planning. Jeffrey is a recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division for “exemplary professional achievement in personal financial planning services.” He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” Jeffrey is a regular contributor to Forbes.com, as well as numerous industry publications, and is regularly sought after by journalists for his insights.

General Session 5: How the Secure Act Changes in Retirement Planning


On December 20, 2019, President Donald Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act, ushering in the most significant direct changes to the laws for retirement accounts since the Pension Protection Act of 2006. The ‘headline’ from the SECURE Act is its changes to the ‘stretch’ rules for designated beneficiaries, but that’s far from the only change that will impact advisors and their clients. The SECURE Act also changes the starting age for RMDs, eliminates the age limit for Traditional IRA contributions, creates a new exception to the 10% early distribution penalty, eliminates burdensome rules that prevented wider-spread adoption of MEPSs, reversed changes to the so-called “Kiddie Tax” made by the Tax Cuts and Jobs Act, and much more! In this session, attendees will learn about each of the major changes made by the SECURE Act, exploring both the new challenges, and planning opportunities, it creates.

Tuesday, December 10, 2020 

11:20 a.m. - 12:10 p.m. EST