Our Resources
Buckingham clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
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Retirement
January 11, 2023
Buckingham Weekly Perspectives | 3 Key Changes in the SECURE Act 2.0
Chief Planning Officer Jeffrey Levine shares three of the most important components of this bill and how it may impact you for years to come.
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Tax Strategies
November 21, 2022
Inherited an IRA? Here’s Why Planning Distributions Early Matters
If you’ve inherited an IRA recently, here’s what you need to know about planning distributions and keeping up with changing tax rules.
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Tax Strategies
April 25, 2022
Leveraging Tax-Savings Opportunities with the Help of an Advisor
Buckingham Client Development Advisor, Amanda Merrill, breaks down four considerations to help maximize your tax-savings opportunities.
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Education Funding
August 16, 2021
SECURE Act 2.0 and Student Loans
What if you could simultaneously pay off student loans and save for retirement? Enter the SECURE Act 2.0.
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Retirement
June 19, 2020
Roth IRAs Are Even Better
Connie Brezik explains changes introduced by the SECURE Act that affect the planning around and opportunities available through IRAs.
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Education Funding
February 04, 2020
The SECURE Act and Student Loan Repayments: The Gift of Options
The SECURE Act expands what qualified education expenses under the rules governing 529 college savings plans, helping to save for, and pay off student loans.
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