Hosted by Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®
Financial professionals will need to have specific conversations with prospective and existing clients in 2020 to protect wealth and transfer assets to the next generation.
Hosted by Bryan Haas
If you do legacy planning for clients, it’s important to understand how to minimize the tax impact under the new law. Bring your questions and get ready to join the discussion!
High Performing Practice Podcast
Mike and Dr. Jamie Hopkins, Director of Retirement Research at the Carson Group, discuss how to implement long-lasting, beneficial strategies for your clients.
Opportunities and Pitfalls
In a quick three-minute overview, Mike highlights things to watch as the dust from the SECURE Act settles.
IRA Max Strategy
In this opportunity finder, see how an individual life insurance trust may provide an effective vehicle to create a tax-efficient wealth transfer strategy under the SECURE Act.
Compiled by Broadridge, this two-page summary sheet provides an overview of the legislation, broken down by benefits to individuals and benefits to employers.
What You Need to Know
In this blog post, get a quick summary of the important changes to retirement planning that you should be aware of as a financial advisor - as well as a key sales idea.
Review the effective implementation date of each section of the new legislation, with a description and potential concerns for putting it into practice.