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© 2020, Jamie Hopkins Retirement by Carson

Jamie Hopkins
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

A Resource for Investors.
An Asset for Advisors.

Get To Know Jamie

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.

See Advisor Insights

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.

See Investor Insights

FOR INVESTORS

Understanding the SECURE Act

In this resource, Jamie Hopkins explains the full impact of the SECURE Act and how it affects required minimum distributions. Do you have an inherited 401(k), IRA or other retirement account? Your RMDs may be significantly changing.

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

In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.

In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.

By Jamie Hopkins, Director of Retirement Research Get ready for a new normal. With the SECURE Act comes the demise of the stretch strategy – and that could cost…

Jamie Hopkins December 18, 2019
The SECURE Act’s Effect on Financial Planning: 8 Takeaways for Advisors

The SECURE Act’s Effect on Financial Planning: 8 Takeaways for Advisors

The first major retirement income overhaul in more than a decade is slated for Congressional approval this week, marking a dramatic change to tax law that could…

Jamie Hopkins December 18, 2019
Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

By Jamie Hopkins, Director of Retirement Research As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement…

Jamie Hopkins November 25, 2019
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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.

  • This field is for validation purposes and should be left unchanged.