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.
Most Changes to Personal Taxes, Retirement Plans Dropped from Build Back Better Act
By Jamie Hopkins 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 Better Act through changes to corporate, personal and other taxes, as well as retirement plans.
Mapping Your Senior Health Care Plan
Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Planner, Ryan Yamada, to learn more about mapping your senior health care plan.
Income-Related Monthly Adjustment Amount (IRMAA) Worksheet
IRMAA, or the income-related monthly adjustment amount, is an extra amount you have to (or will have to) pay on top of your Medicare Part B and Part D premiums based on your income. Now that you know what IRMAA is, it’s never too early to start thinking about when you’ll eventually have to …
When Should You Collect Social Security
Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, to learn more about when is the right time to collect social security.
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 asset and future source of retirement income.
The Right Time for a Roth Conversion
Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Planner, Ryan Yamada, to learn more about when is the right time for a roth conversion.
Social Security Taxation Worksheet
Did you know your Social Security benefits can be taxed? That’s right – up to 85% of your Social Security benefits, money that you put away over your entire career, could be subject to taxation when you receive the benefits in retirement. Our worksheet helps you figure out if you owe, and h …
Getting the Most Out of Your Retirement Savings
Watch the on-demand webinar, hosted by Carson’s Director of Retirement Research Jamie Hopkins and Financial Planning Administrator Michael Gruidel, to learn how to get the most out of your retirement savings. Click Here to Watch the Webinar
Traditional or Roth – Which IRA Works for You?
Many of us all but ignore our retirement accounts for much of our working lives. We look at a pay stub and have a vague sense of the “minuses:” Social Security, insurance, taxes. But the IRA is one of the most powerful retirement savings tools available to us, and so it warrants our attention.
COMPLIMENTARY RESOURCE
Medicare and Managing Health Care Costs in Retirement
Health care costs in retirement aren't going anywhere. Naturally, as our bodies get older, it costs more to keep them running. Let's look at the parts of this vital program and how it plays a part in your financial plan.
