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CEO and Director of Financial Planning,
BluePrint Wealth Alliance
Jeffrey Levine, CPA, is CEO and Director of Financial Planning at BluePrint Wealth Alliance (www.bpwalliance.com). He is a go-to industry source on the best practices and dangerous pitfalls for IRAs and critical retirement planning matters. A frequent presenter of advanced training programs, Jeffrey helps educate thousands of financial advisers, CPAs, attorneys and consumers on IRA and retirement planning strategies. Jeffrey can regularly be seen and read promoting retirement education on television, online and in publications throughout the country.
Moving money from a bank or brokerage account to a Roth IRA can save you a lot in future taxes.
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