Desiree Weppner Added to Client Services Team

PRESS RELEASE Amherst, NY: Level Financial Advisors has hired Desiree Weppner as a Client Services Specialist at the fee-only investment management and financial planning firm. She will assist the firm’s operations department with various administrative activities including working with clients on daily requests, deepening client relationships, and assisting the company’s financial advisors...

Read More

Taking the Long View: ROTH conversions and non-spouse beneficiaries after the SECURE Act:

In previous installments, we discussed the tax planning benefits associated with strategic ROTH conversions, especially prior to age 72 when Required Minimum Distributions begin.  As you will remember, these conversions may be done each year to convert pretax retirement accounts that have never been taxed, to tax free ROTH accounts....

Read More