Webinar Replay

Tax-Efficient Retirement Income Planning After Tax Reform

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On-Demand Replay


The 2017 Tax Cuts and Jobs Act is the most significant and sweeping tax policy change since 1986.

Professor Jamie Hopkins joins us to explain how the bill impacts retirement income tax planning, focusing on tax efficiency. You’ll learn:

  • How to take advantage of strategic tax brackets under the new tax bill
  • The benefits of annuities as part of a tax-efficient retirement income plan
  • How to maximize 199A with retirement savings vehicles
  • How to minimize Medicare premiums and best utilize home equity as part of a tax efficient plan

This webinar will be time well invested. You’ll walk away with a better understanding of tax reform, its impact on your clients, and how you can help create more tax-efficient retirement plans.


Jamie has been a well-received speaker at many of our events. You won’t want to miss your chance to learn from one the industry’s top tax experts. Register now to save your seat and mark your calendar.




About the Speaker

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Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP® is a professor of taxation at The American College and the director of the New York Life Center for Retirement Income. He has been selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40 and was also selected by The American Bar Association as one of the top 40 Young Attorneys in the country. He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law.


WATCH THE REPLAY

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