"I love educating people

and figuring out all

the permutations."


Jeffrey Levine

Jeffrey Levine34

Chief retirement strategist, Ed Slott and Co.

Fast Facts

  • Established his own RIA less than a year ago, Blueprint Wealth Alliance.
  • Is a die-hard Pittsburgh Steelers fan.
  • First political memory is of then-Vice President George H.W. Bush's victory in the 1988 presidential election.

The more complicated an issue, the more Jeffrey Levine revels in explaining it to financial advisers, CPAs and lawyers.

Mr. Levine, chief retirement strategist at Ed Slott and Co., conducts dozens of educational sessions and webinars annually about topics ranging from the Labor Department's fiduciary rule and required minimum distributions for individual retirement accounts to retirement-savings tax policy.

"I love educating people and figuring out all the permutations," he said. "That's the exciting part for me, opening up people's eyes. What appears simple on the surface, once you start digging in, is not so simple."

Mr. Levine is the lead contributor to Savvy IRA Planning, a program offered by Horsesmouth, which provides online training for advisers. The need for the tutorial was demonstrated by a quiz distributed to about 500 advisers and other users of the site.

The results showed a "mind-numbing" ignorance about tax rules affecting retirement accounts, he said.

Mr. Levine tries to inject humor into his teaching, such as making analogies to story lines in the television show "Modern Family," to increase advisers' engagement with the material.

"Instead of remembering it, they understand it," he said. "That's a big difference."

His ability to quickly examine and explain the consequences of policy proposals made him a go-to source for campaign stories. In that role, he was drawn into the political fray even as he remained neutral toward the candidates.

"It's almost like you cannot have an informed opinion without taking criticism from one side or the other," Mr. Levine said.

– Mark Schoeff Jr.


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