Jamie Hopkins
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
A Resource for Investors.
An Asset for Advisors.
GET TO KNOW
Jamie Hopkins
Jamie Hopkins is the Director of Retirement Research at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher and educator, Jamie is a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law.
Purposeful Approach
An Asset for Advisors
An advisor for advisors, Jamie specializes in modern retirement income planning, estate planning and tax efficiency. Help your clients get the most out of their retirement income.
A Resource for Investors
Are you ready for retirement or hope to get there one day? Get the most recent advice from Jamie on retirement income planning, estate planning and tax efficiency – and prepare for life after your career.
FOR ADVISORS
10 Tax Planning Strategies to Help Small Business Owners
We are starting to see the full effects of the Tax Cuts and Jobs Act. So how do small business owners improve their tax efficiency? I discuss 10 strategies that can help you – and your clients – find the right approach to retirement income, 199a deductions, social security, and much more.
REWIREMENT
Rewiring the Way You Think About Retirement!
You’ve been dutifully putting aside money for retirement, but what happens when that time arrives? How can you stretch your limited savings through decades of retirement? Retirement income planning takes a different mindset than retirement savings, but switching to a spending mentality can be difficult due to a number of behavioral finance biases and misconceptions. This book can help you overcome those biases en route to a more successful financial future.
THE LATEST
From Jamie Hopkins
Americans Hold Increasingly Positive Outlook On Their Financial Futures
Americans are feeling more secure. It’s no surprise seeing as unemployment rates are near an all-time low, companies look strong, the country just experienced…
Who's Helped By Federal Interest Rates Cut? Start With Millennials
The Federal Reserve’s move to cut interest rates for the first time since the Great Recession of 2008 didn’t come as a surprise, but it has been met with skepticism.…
The Basics Of Required Minimum Distributions With Your Retirement Account
Retirement accounts like 401(k)s and IRAs allow individuals to save for their future in a tax advantaged manner. IRA and 401(k) contributions are often tax deductible…
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Ask Jamie Your Question
What do you want to know? Have an idea for Jamie’s next research project? Want to partner with Jamie and his team? Need consulting or coaching? Submit your ideas, questions, comments or requests and we’ll be in touch.
Ask Jamie Your Question
What do you want to know? Have an idea for Jamie’s next research project? Want to partner with Jamie and his team? Need consulting or coaching? Submit your ideas, questions, comments or requests and we’ll be in touch.