Jeffrey Levine is only 35, but for 24 years he’s been hearing that it’s a great idea for well-off folks to leave their IRAs to their grandkids, and for more than a decade he has been delivering such advice. That sounds oddly precocious, until you learn that his mom is the longtime managing partner at the firm of IRA master Ed Slott. As a child, Levine listened to Slott’s radio show with his granddad, who was primed to phone in questions if real callers didn’t. During college, Levine manned Slott’s booth at trade shows. Through it all he absorbed the arcane IRA rules. “It was osmosis, second nature. I thought, Doesn’t everybody know this?” says Levine, who studied premed before finding his true geeky calling. After college, he spent eight years working for Slott and piling up financial-planning credentials.
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