The three most popular retirement income strategies today are 1) flooring, 2) bucketing, and 3) systematic withdrawals.
It is important to understand how to execute each strategy and how each income strategy can be better suited for a different client under a goal-based philosophy.It is also important to understand the role of home equity in income strategies, the “4% safe withdrawal rate,” and why it might not be so safe anymore.
Jamie Hopkins has an extensive background in educational development, research, and writing. He is Director of Retirement Research at Carson Group and has developed educational materials for The American College’s CFP®, CLU®, ChFC®, and RICP® programs. Professor Hopkins has also developed CE programs for attorneys and is an active legal writer. He has done consulting projects for a number of Fortune 500 companies. Jamie is also a highly sought after speaker, having done hundreds of webinars and speeches for the financial services industry.
Jamie is a regular contributor for Forbes and InvestmentNews on Retirement Income Planning. He is also a RetireMentor for MarketWatch and has been published in dozens of journals regarding tax law and retirement income planning.
In recognition of his impact on the financial services industry, he was selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40. Additionally, he was selected by The American Bar Association as one of the top 40 young attorneys in the country. Professor Hopkins was also named as a Lawyer of Distinction in 2017 and was elected into the prestigious role as an American Bar Foundation Fellow. Jamie has won numerous awards for his articles and writing. He is an editor for the Midwest Law Journal and was listed as a “Mover & Shaker” in the reverse mortgage industry. Jamie has also been featured on WSJ podcasts, NPR radio, Fox radio, and on TV multiple times for NBC10 Philadelphia, PBS, and USAToday.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
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