Year-End Tax Planning in 2020
Join Jamie Hopkins, Director of Retirement Research at Carson, as he offers insight into how this year’s events might affect your financial strategy or estate plan.
How the Election Results Could Impact Your Financial Plan
Join Jamie Hopkins, Director of Retirement Research at Carson, as he offers insight into Biden’s tax and retirement platforms.
Election and Investments
Join Jamie Hopkins, Director of Retirement Research at Carson, as he discusses how the election may impact the direction of reform.
Estate Planning in 2020
Our host Jamie Hopkins is the Director of Retirement Research at Carson and a nationally-recognized voice on retirement and estate planning.
Charitable Gift Planning Strategies for 2020
Jamie Hopkins, Director of Retirement Research at Carson, offers key insights and strategies for charitable giving during our on-demand webinar, “Charitable Gift Planning Strategies for 2020.”
How Retirement Planning Changed in 2020
Jamie Hopkins, Director of Retirement Research at Carson, hosts “How Retirement Planning Changed in 2020.” The impact will be felt for years to come, including on retirement planning, a vital area of personal finance: Click Here to Watch the Webinar
Tax Planning in 2020: What to Expect This Year and Beyond
With all the questions surrounding tax filing for 2020 and beyond, learn what you need to know about funding retirement accounts before July 15 and how retirees should handle the changes from new legislation. Click Here to Watch the Webinar
How Social Security Fits into Your Retirement Plan
There are a lot of factors that play into when to claim Social Security benefits. How long should you wait? How is your health? What other retirement income do you have? What are the tax consequences? Click Here to Watch the Webinar
Roth Planning Opportunities in 2020
Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big …
Retirement Planning in 2020: Making the CARES Act Work for You
When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, …
