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Jamie Hopkins
@RetirementRisks
Head of Wealth @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Philadelphia, PA
Joined November 2012
Posts
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    I think at this point IRAs should be treated like individual 401ks. Allow people to save up to the 415c limits of $61k in both IRAs and Roth. Get rid of income limits and just give people $61k across all accounts including 401k.
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    After 7 years of diligently saving in a 529 plan I can now afford to send one of three kids to one semester of College
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    10 tax provisions in 140 seconds? What’s in the new tax bill? #taxes #retirement
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    Faster secure 2.0 act review in the west @CarsonGroupLLC @CreightonBiz @fpassociation @ForbesAdvisor Recorded a 12 min version too will load later.
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    Replying to @stevenmnuchin1 @SBAgov and @USTreasury
    Can you give a few names of the great banks that are taking processing these right now? asking for 300 million friends
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    All financial advisors should have their own financial advisor. Yep. I said it. Sucks
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    Covid brain fog and headaches have been tough the last few months. My personality has changed and things I enjoyed before I don’t. Lots of people are struggling and don’t always talk about it so give people some grace!
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    A lot of advisors seem to have retired years ago. They just never told their clients.
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    SECURE Act 2.0 in 140 seconds 10 provisions you should know about as this heads out of the House to the Senate with a 414-5 vote @CarsonGroupLLC
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    Parenting level 10 - drinking wine while son does weeding
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    One of my favorite things in life is carrying my kids to bed when the fall asleep.
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    I don't know who needs to hear this, but... Good financial advice should be available for everyone.