Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, is the Director of Retirement Research at Carson Wealth and a former professor of Taxation at The American College, where he helped co-create the Retirement Income Certified Professional® (RICP®) education program. Jamie strives to increase the retirement income security of Americans by delivering practical and trusted retirement research and education. His most recent book, "Rewirement: Rewiring The Way You Think About Retirement," details the behavioral finance issues that hold people back from a more financially secure retirement. He has been selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40 and was also selected by The American Bar Association as one of the top 40 Young Attorneys in the country. In 2017, Trusts & Estates Journal awarded Professor Hopkins the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule. He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law.
Jamie Hopkins, Director of Carson Coaching, returns with more video tips on how trusts previously set up to help clients need to be reviewed for language that might conflict with new provisions of the SECURE Act.
Jamie Hopkins, Director of Carson Coaching, returns with more video tips on how to best advise and prepare clients for retirement. In this video, Hopkins discusses how to appropriately “layer” annuity purchases as part of an effective retirement income plan.
Jamie Hopkins, Director of Carson Coaching, returns with more video tips on how to best advise and prepare clients for retirement. In this video, Hopkins discusses the idea of “bunching” charitable giving so clients are taking full advantage of the incentives.
Jamie Hopkins, Director of Carson Coaching, returns with more video tips on how retirement regulations will impact investment advice. The Department of Labor, in particular, has put forth new rules that advisors need to know about.
Jamie Hopkins, Director of Carson Coaching, returns with more video tips on financial planning topics. In this video, Hopkins talks about helping clients plan qualified charitable distributions from their IRAs.
More people are familiar with digital currencies than ever before, says Jamie Hopkins, director of Carson Coaching, and advisors need to know the basics in order to serve clients interested in this investment.
Join Jamie Hopkins, Director of Carson Coaching, as he returns with new installments of his exclusive, video series, Rewirement Tips. In this week’s tip, Hopkins discusses how Joe Biden’s tax plan will affect your client’s 401(k) plans.
Join Jamie Hopkins, Director of Carson Coaching, as he returns with new installments of his exclusive, video series, Rewirement Tips. In this week’s tip, Hopkins discusses how multiple-employer plans could grow in the years ahead.
Join Jamie Hopkins, Director of Carson Coaching, as he returns with new installments of his exclusive, video series, Rewirement Tips. In this week’s tip, Hopkins covers legislative rules changes impacting Required Minimum Distributions.
Join Jamie Hopkins, Director of Carson Coaching, as he returns with new installments of his exclusive, video series, Rewirement Tips. In this week’s tip, Hopkins notes that qualified charitable contributions can be a “powerful planning tool.”
Join Jamie Hopkins, Director of Carson Coaching, as he returns with new installments of his exclusive, video series, Rewirement Tips. In this week’s tip, Hopkins focuses on the SECURE Act and how it will change IRA rules under certain situations.
Join Jamie Hopkins, Director of Carson Coaching, as he returns with new installments of his exclusive, video series, Rewirement Tips. In this week’s tip, Hopkins focuses on the recently passed SECURE Act and how it will change retirement planning immediately.
Join Jamie Hopkins, Director of Carson Coaching, as he returns with new installments of his exclusive, video series, Rewirement Tips. In this week’s tip, Hopkins focuses on why coaching is crucial for advisors.
Join Jamie Hopkins, Director of Carson Coaching, as he returns with new installments of his exclusive, video series, Rewirement Tips. In this week’s tip, Hopkins focuses on three important things advisors can do to be better.
In this week’s Rewirement Tip, Jamie Hopkins discusses the strategy behind Roth IRA conversions. The Tax Cuts and Jobs Act puts Roth conversions high on the to-do list to take advantage of lower rates, Hopkins explains.
Advisors have been coasting for a while on a bull market and a dearth of real competition and disruption. When the market turns and the competition gets real, many RIAs are going to find staying in the race to be near impossible due to three major factors holding them back…
In this week’s Rewirement Tip, Jamie Hopkins discusses the uncertainty with those retirement targets.
In this week’s Rewirement Tip, Jamie Hopkins discusses Roth RMD distributions and the rules.
In this week’s Rewirement Tip, Jamie Hopkins discusses some end-of-the-year tax planning strategies.
In this week’s Rewirement Tip, Jamie Hopkins discusses Qualified Charitable Distributions or QCDs.
In this week’s Rewirement Tip, Jamie Hopkins discusses social media as a tool for advisory firms.
Join Jamie Hopkins, Director of Retirement Research at the Carson Group, in a discussion about charitable donations in an all new Rewirement Tips.
Jamie Hopkins, director of retirement research at the Carson Group chats with Andrew Komarow about his organization – Planning Across the Spectrum.
Join Jamie Hopkins, Director of Retirement Research at the Carson Group, in an exclusive, new video series, Rewirement Tips.
Jamie Hopkins, director of retirement research at the Carson Group chats with Nina O’Neal about the Female Advisor Network.
Join Jamie Hopkins, Director of Retirement Research at the Carson Group, in an exclusive, new video series, Rewirement Tips.
Rewirement Tips: Property And Casualty Review from INN Videos on Vimeo. Join Jamie Hopkins, Director of Retirement Research at the…
Join Jamie Hopkins, Director of Retirement Research at the Carson Group, in an exclusive video series, Rewirement Tips.
Join Jamie Hopkins, Director of Retirement Research at the Carson Group, in an exclusive, new video series, Rewirement Tips.
Join Jamie Hopkins, Director of Retirement Research at the Carson Group, in an exclusive video series, Rewirement Tips.
Author and Director of Retirement Research at Carson Group, Jamie Hopkins, discusses beneficiary reviews in this week’s Rewirement Tip.
Join Jamie Hopkins, Director of Retirement Research at the Carson Group, each week for in an exclusive, new tip!
Rewirement Tips: Stretch IRA from INN Videos on Vimeo. Join Jamie Hopkins, Director of Retirement Research at the Carson Group,…
Rewirement Tips: Advisor Burnout from INN Videos on Vimeo. Join Jamie Hopkins, Director of Retirement Research at the Carson Group,…
Join Jamie Hopkins, Director of Retirement Research at the Carson Group, in an exclusive, new video series, Rewirement Tips.
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.
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.
Author and Director of Retirement Research at Carson Group, Jamie Hopkins, discusses Roth tax planning in this week’s Rewirement Tip.
Author and Director of Retirement Research at Carson Group, Jamie Hopkins, discusses digital assets in this week’s Rewirement Tip.
In video 13 of the Rewirement Series, Jamie Hopkins, Director of Retirement Research at the Carson Group, discusses digital estate planning.
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.
The inclusion of home equity in comprehensive planning demonstrates that financial planning complexity is here to stay.
