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© 2020, Jamie Hopkins Retirement by Carson

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What You Need to Do 10, 5 and 1 Year Before Retirement

by Jamie P. Hopkins, ESQ., CFP®, LLM, CLU®, ChFC®, RICP®  Regardless of how far off you are from retirement, there’s one main goal your planning should be…

Jamie Hopkins April 7, 2022

What is the SECURE Act 2.0? Key Takeaways from the Latest in Retirement Legislation

By Jamie Hopkins, Managing Partner, Wealth Solutions  The next wave of retirement planning reform is headed for shore.  The Securing A Strong Retirement Act of…

Jamie Hopkins April 1, 2022

Most Changes to Personal Taxes, Retirement Plans Dropped from Build Back Better Act

In September, I covered the proposed tax plan released by Democrats on the House Ways and Means Committee, which would help pay for the $3.5 trillion Build Back…

Jamie Hopkins October 29, 2021

Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes,…

Jamie Hopkins September 21, 2021

Thinking of Social Security as Our Biggest Asset

You might have more money stashed away in the Social Security trust fund than anywhere else. In fact, what you put into Social Security very well might be your biggest…

Jamie Hopkins August 25, 2021
What to Consider if You Receive the Monthly Child Tax Credit Payments

What to Consider if You Receive the Monthly Child Tax Credit Payments

The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021.  The monthly distribution…

Jamie Hopkins July 16, 2021
Your High-Income Years are Key to Retirement Planning. So Get Stubborn

Your High-Income Years are Key to Retirement Planning. So Get Stubborn

There’s a funny quote from Cal Ripken Jr., the Iron Man of baseball: “A lot of people say stubbornness is a bad thing, but it’s served me well.” When it…

Jamie Hopkins July 6, 2021
Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

The latest stimulus package – signed into law Thursday by the Biden Administration – is built to boost the middle class and low-income Americans, the goal…

Jamie Hopkins March 15, 2021
17 Things You Need to Know About the New Stimulus Package

17 Things You Need to Know About the New Stimulus Package

By Jamie Hopkins, Director of Retirement Research at Carson Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus…

Jamie Hopkins December 23, 2020
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
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
The Progression of Financial Planning Through Every Decade of Your Life

The Progression of Financial Planning Through Every Decade of Your Life

By Jamie Hopkins Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and…

Jamie Hopkins June 24, 2019
5 Reasons to Think About Long-Term Care Planning Today

5 Reasons to Think About Long-Term Care Planning Today

By Jamie Hopkins, Director of Retirement Research at Carson Group I once received an email from a family friend about long-term care insurance. He was frustrated…

Jamie Hopkins May 28, 2019
How is My Tax Situation Different After the Passage of the Tax Cuts and Jobs Act?

How is My Tax Situation Different After the Passage of the Tax Cuts and Jobs Act?

By Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Director of Retirement Research The Tax Cuts and Jobs Act was the single largest tax reform legislation…

Jamie Hopkins May 8, 2019
Future Funding of Social Security Is A Pivotal Piece To Retirement Security

Future Funding of Social Security Is A Pivotal Piece To Retirement Security

By Jamie Hopkins You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having…

Jamie Hopkins April 29, 2019
Everyone Offers Retirement Income Planning These Days. What’s so Special About Carson Wealth’s Approach?

Everyone Offers Retirement Income Planning These Days. What’s so Special About Carson Wealth’s Approach?

By Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Director of Retirement Research We use the “bucket approach” to retirement income planning. Let me…

Jamie Hopkins April 10, 2019
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