Jamie Hopkins

Rewirement Tips: Stretch IRA

Rewirement Tips: Stretch IRA from INN Videos on Vimeo. Join Jamie Hopkins, Director of Retirement Research at the Carson Group,…

Rewirement Tips: Advisor Burnout

Rewirement Tips: Advisor Burnout from INN Videos on Vimeo. Join Jamie Hopkins, Director of Retirement Research at the Carson Group,…

Rewirement Tips: Roth Savings

Join Jamie Hopkins, Director of Retirement Research at the Carson Group, in an exclusive, new video series, Rewirement Tips.

5 Major Changes From The Recent SEC Rules On Fiduciary Standards

The SEC’s new rules around fiduciary standards, RIAs and brokers and the slightly new “best interest” standard raised a lot of questions about the future of the business and how these new regulations will impact the financial services profession in the long run. Let’s look at five major changes the SEC Rules introduced.                       

Long-Term Care Planning Requires More Than An Insurance Review

One of the biggest unfunded risks for retirees in the United States is long-term care. The reality is that this is a risk for most retirees – as nearly 70 percent of people age 65 will need some form of long-term care during their lives.

Rewirement Tips: Roth Tax Planning

Author and Director of Retirement Research at Carson Group, Jamie Hopkins, discusses Roth tax planning in this week’s Rewirement Tip.

Rewirement Tips: Digital Assets

Author and Director of Retirement Research at Carson Group, Jamie Hopkins, discusses digital assets in this week’s Rewirement Tip.

Fiduciary No More: SEC Restricts The ‘F’ Word

Registered Investment Advisors and dually licensed advisors, you should get angry, mad, motivated and organize. The SEC just made a significant change and hardly anyone noticed for a few weeks. Over the last few days on Twitter, thanks to TD Ameritrade’s Skip Schweiss, this topic has come into focus, even prompting a response by the SEC.