Meet Our New Retirement Columnist

March 20, 2019
By:
Jamie Hopkins

In 2012, professor David Littell was spearheading the development of a new retirement income education program at The American College of Financial Services that would later become the retirement income certified professional (RICP) designation. He was looking for a professional to help him build out the program, specifically someone with a top-level degree who had experience with ERISA and taxes.

Test Your Annuity Acuity: An Advanced True/False Quiz

February 6, 2019
By:
Jamie Hopkins

Despite wanting and needing more guaranteed income in retirement, many Americans are hesitant to purchase an annuity to provide that income. Some of this hesitancy is due to misconceptions around the products and how they can best be used to support a secure retirement.

4 End-of-Year Planning Tips for Your IRA

December 14, 2018
By:
Jamie Hopkins

Individual Retirement Accounts (IRAs) have become the go-to vehicles for holding retirement assets in the United States. In fact, IRAs now house more wealth in 2018 than all 401(k) accounts. IRAs represent about one-third of the entire U.S. retirement market, totaling over $9.3 trillion by the end of June 2018.

5 End-of-Year Strategies to Get Your Finances in Order for 2019

December 13, 2018
By:
Jamie Hopkins

December 31 not only represents the end of the calendar year, but it also represents a trigger point for many people to engage in planning, goal setting, and preparing for a new year. One area of our lives that can certainly benefit from an end-of-year boost is our financial planning.

4 End-of-Year Tax Planning Tips for 2018

December 12, 2018
By:
Jamie Hopkins

While your financial planning and wellness is an ongoing process, certain times of the year represent smart times to plan. As the year winds down and the calendar year closes out, consider kicking your financial planning up a notch by taking advantage of some strategic end-of-year planning strategies.

Pros and Cons of Investing in an IRA during Retirement

December 12, 2018
By:
Jamie Hopkins

As more and more people are working in retirement, retirees often need to determine the best strategy for saving or investing their incomes. One option is to save and invest in an IRA during retirement. For one thing, many retirees already have an IRA set up by the time they get to retirement.

Why You Should Invest in an IRA as a Millennial

December 12, 2018
By:
Jamie Hopkins

One of the best ways to achieve a financially secure retirement is to start investing and saving early in your work career. The real value in getting an early start is the power of compound interest, which can help you grow tremendous wealth over a long period of time.

Self-Directed IRA vs Traditional IRA: What is Best for You?

December 12, 2018
By:
Jamie Hopkins

Individual retirement accounts (IRAs) are becoming a staple of retirement planning in the United States. IRAs are special tax-advantaged vehicles that provide flexibility, control, and investment opportunity. However, there are a number of different types of IRAs to choose from.

How to Make Millions After Retirement

December 12, 2018
By:
Jamie Hopkins

Who wants to be a millionaire? Millions of retirees, that’s who. While many people envision retirement as a time when you stop making money, start spending your savings and relax, it can also be a time to increase your wealth.

Things to Know When Inheriting an IRA

December 6, 2018
By:
Jamie Hopkins

Individual retirement accounts (IRAs) have become incredibly popular tax-advantaged retirement savings vehicles. However, when an IRA owner passes away, the IRA will transfer to the beneficiary designated on the account.

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