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Jamie Hopkins

Jamie Hopkins is a professor of tax at the American College’s Retirement Income Certified -Professional program. Follow him on Twitter @RetirementRisks.

Displaying 37 results

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Tips for managing clients’ health care expenses in retirement

Financial advisers should incorporate health care planning into their practices.

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10 important client considerations with 401(k) rollovers

Advisers need to make sure they understand where clients are coming from and how this decision will impact their retirement security.

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How proposed caps could impact IRA and 401(k) accounts

Both the 2016 and 2017 proposed fiscal budgets included a $3.4 million limit on retirement savings for an individual.

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Baby boomers’ wealth is in their homes

An expanded fiduciary standard for financial advisers will put pressure on a variety of areas in the retirement…

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Clients need prep for long-term care

Few have planned for such care, but 70% of 65-year-olds will require it in their future.

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How a Roth IRA conversion can supercharge your retirement savings

This underutilized method can provide a variety of benefits, such as reduced risk of rising taxes and the ability to better control taxes on Social Security benefits and Medicare premiums.

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How advisers can get Gen Yers to take some risk

Young investors' conservative investing mindset will work against them in saving for retirement.