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Technical Experts

Jeffrey Levine, Chief Retirement Strategist and Director of Retirement Education

Jeffrey Levine, CPA, is an accomplished writer and go-to industry source on the best practices and dangerous pitfalls involving the complex world of IRAs and other retirement accounts. Jeffrey is a contributing writer and editor for Ed Slott’s IRA Advisor newsletter and writes for several areas of the company’s websites, and He is a contributing author to the 2012 edition of The Retirement Savings Time Bomb… And How To Defuse It and is a regular contributor to various industry publications. Jeffrey has been quoted in numerous publications throughout the country, including the New York Times, San Francisco Chronicle, Kiplinger’s Retirement Report and the Wall Street Journal.

A frequent presenter of advanced training programs, Jeffrey has helped educate thousands of Financial Advisors, CPAs, Attorneys and consumers on IRA tax and estate planning strategies. He is a presenter for national conferences, CPA continuing education programs, web-based conferences and client seminars.

He also serves as a valuable resource for members of Ed Slott’s Elite IRA Advisor Group SM.  In addition to advising them on key IRA distribution rules for their clients, Jeff has worked closely with many of them to incorporate new strategies aimed at increasing client service and overall production.

Email :
Phone : (516) 536-8282
Twitter: @IRAGuru4EdSlott

Beverly DeVeny, Chief IRA Analyst

Beverly provides advice and assistance to financial advisors with client questions and developing planning strategies. She is a technical editor of Ed Slott’s IRA Advisor newsletter and was a technical editor of Mr. Slott’s books, Your Complete Retirement Planning Road Map (Ballantine Books, 2007), Parlay Your IRA Into a Family Fortune (Viking, 2005) and The Retirement Savings Time Bomb and How to Defuse It (Viking, 2003).

Beverly is also a technical consultant for the members of Ed Slott’s Elite IRA Advisor Group SM. She consults with firm clients and creates IRA course manuals and training programs for financial advisors and financial institutions.  Beverly is also a contributing writer for the company’s online information source,

In her spare time, Beverly enjoys knitting, embroidery, reading and playing computer games. 

Email :
Phone : (516) 536-8282
Twitter: @BevIRAEdSlott

Sarah Brenner, IRA Analyst

Sarah has worked for over almost twenty years helping clients solve complex technical IRA questions. She has been a contributing writer for many IRA texts, articles and training manuals and has been quoted in national financial and tax publications.

She is an experienced speaker who has educated thousands of professionals in the financial industry including attorneys, CPAs, bankers, financial advisors, bankers and brokers on retirement plan rules. Sarah has won praise for her ability to communicate complex laws in an easy-to-understand way and provide practical strategies for clients. 

Sarah is a graduate of Smith College and Villanova School of Law. She is a member of the Pennsylvania Bar. When she is not working, Sarah enjoys yoga, reading, travel and spending time with family.

Email :
Phone : (516) 536-8282