Harold Levine Information⚓︎
Retirement Information⚓︎
- Retirement plan is through Janney Montgomery Scott.
- Small Employees Pension (SEP)
- Account#: 42328928
- Dave Levine and Joanna Zappa are beneficiaries.
- Any money in retirement plan is taxable.
- Harold draws off of it once per year.
Time of Death (TOD) Plan⚓︎
Important
- Plan is through Janney Montgomery Scott.
- Account#: 84088387
- Beneficiaries are Dave Levine, Joanna Zappa, & Barbara Levine.
- Money is split ⅓ each.
- Any money in plan is taxable
Janney Miscellaneous Information⚓︎
Barbara Levine's Accounts
- IRA Account#: 63647467
- TOD Account#: 77635474
- Beneficiary Account#: 10671321
- Required minimal distribution
- Once hit 72 years old, have to draw off account once per year.
Medical⚓︎
Physicians
Harry Schinder
Office Address
480 Forest Ave
Locust Valley, NY 11560
Contact Information
Office: (516) 671-9800
Cell: (516) 318-2552 (24/7 emergencies)
Johanna Figueroa
Office Address
55 Bryant Ave
Roslyn, NY 11576
Contact Information
Office: (516) 399-2501
Recent Medical History⚓︎
- Had shingles shot circa 2019
- Obtains flu shot every year
- Received pneumonia shot circa 2019/2020
Medications
- Allopurinol
- 100mg tablets
- Taken to manage Gout
- Finasteride
- 5mg tablets
- Taken for prostate health
- Indomethacin ER
- 75mg capsules
- Anti-inflammatory for gout
- Does not take regularly
- Simvastatin
- 20mg tablets
- Taken to manage cholesterol