Levine Group - Kentucky & Tennessee Financial Advisors
Levine Group, Inc. was founded with the goal of assisting clients in every aspect of their financial lives.
As certified Kentucky & Tennessee financial advisors, we strive to provide thorough and personal service. We aim to help each client achieve their financial goals. Our financial advisors provide expert 401k, retirement planning services and a full array of personal and business financial resources.
Mike was recently awarded the AIF®, Accredited Investment Fiduciary designation, allowing him to bring more expertise and skills to his retirement plan clients. The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. This designation in one of many Mike has earned to help Levine Group achieve its client’s goals.
On September 20th thru the 22nd Levine Group and their families visited Chicago, IL for fun and team building! Everyone enjoyed the sigh-seeing, museums, great food and a lot of walking. Our team continually tries to build relationships with our clients as well as amongst ourselves. With our batteries recharged we are once again committed to increase the value of all our relationships.
With the passage of the Patient Protection and Affordable Care ACT (PPACA), major changes in the nation's health care systemContent goes here are coming in 2014. Most carriers have notified us that groups with renewal dates in early 2014 can renew their plans in 2013 to delay changes until later in the year. Call us to discuss your options.
The IRS has released the 2014 Retirement Plan Contribution Limits:
Participant Elective Deferral $17,500 (did not change for 2014)
Participant Catch-Up $5,500 if age 50 or older (did not change for 2014)
IRA and Roth IRA 2014 Limits:
IRA or Roth IRA $5,500 Contribution if under the age of 50 (did not change for 2014)
IRA or Roth IRA Catch-Up $6,500 Contribution if age 50 or older (did not change for 2014)
Securities and Investment Advisory Services offered through NFP Securities, Inc., Member
FINRA/ SIPC. Levine Group, Inc.
and NFP Securities, Inc. are not affiliated. NFP Securities, Inc. does not provide tax or legal advice.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of
NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly
registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on
this site are available in every state and through every representative or advisor listed. For additional information, please contact
the NFP Securities, Inc. Compliance Department at 512-697-6000