Jamie Hopkins

Director of Retirement Research

Jamie is the Director of Retirement Research at Carson, and he specializes in educating both investors and advisors. A nationally recognized author, researcher and educator, Jamie is a regular contributor to major industry publications and a go-to expert for the media on retirement income planning and tax law.

Practice Management

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

Posted on December 18, 2019
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 raise taxes on…

Succession Planning

3 Aspects of Retirement Affected by Divorce

Posted on July 26, 2019
Divorce rates for people age 50 and over have doubled since 1990, according to the Pew Research Center. Divorce can have both positive and negative impacts on happiness and finances.…

Compliance

Key Takeaways from the SEC’s Reg BI Rules Package

Posted on June 12, 2019
After an almost decade-long wait from the SEC, the commission moved forward rule changes that would expand regulatory responsibilities for brokers to act in the “best interest” of clients when…
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