Welcome to Levine & Associates
My firm provides value to our clients with respect to Tax Free Retirement, Tuition Rewards, and Capital Transfer Strategies.

We believe in The Road Not Taken, Robert Frost

 
Allen Lavine
Certified Senior Advisor
Levine and Associates, LLC.
Phone: 732-266-5177
allenlevine298@yahoo.com


Barrood Agency, Inc.
David Barrood Jr.,AAI
Manager,Insurance Div.
732-247-8664
david@barrood.com
Latest Video Client Alert
Newsletters

Market-Moving Indicators for Monitoring Europe

If you've struggled to make sense of the ongoing European debt debacle, you're not alone. It's difficult even to keep track of all the pieces of this financial Rube ...

Read More

Retirement Rules of Thumb

Because retirement rules of thumb are guidelines designed for the average situation, they'll tend to be "wrong" for a particular retiree as often as they're "right." ...

Read More

Of Taxes Past, Present, and Future

With the 2011 tax filing season behind us, much attention is being paid to the expiring "Bush tax cuts"--the reduced federal income tax rates, and benefits, ...

Read More

What happens to my retirement benefits if my employer goes out of business?

If your employer goes out of business, any retirement plan your employer sponsored will be terminated. If the plan is a 401(k) or other defined ...

Read More

What is the Pension Benefit Guaranty Corporation?

The Pension Benefit Guaranty Corporation (PBGC) is a federal agency created by the Employee Retirement Income Security Act of 1974 (ERISA) to help protect pension plan ...

Read More
      



 
 
 IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of CA, FL, NJ, NY and PA. No offers may be made or accepted from any resident outside the specific states referenced.