See All Authors »

Jamie P. Hopkins, Esq., CFP, RICP

Professor of Retirement Income Planning, The American College of Financial Services

Website: www.hopkinsretirement.com

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 also runs Hopkins Retirement Consulting.

His most recent book, "Rewirement: Rewiring The Way You Think About Retirement," details the behavioral finance issues that hold people back from a more financially secure retirement.

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. In 2017, Trusts & Estates Journal awarded Professor Hopkins the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule. He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law.

Latest Features

QUIZ
September 2018

True or False: Test Yourself on Social Security Claiming Strategies

Many Americans have nothing saved for retirement and instead rely heavily on their Social Security benefits. In fact, Social Security is the primary source of income for about 60% of retirees and i...

See More From: Social Security

Building Wealth
August 2018

Young Savers Can’t Assume Roths Are Right for Them

Rules of thumb don’t tell the whole story. Truth is, sometimes a traditional IRA or 401(k) is the better way to go for young people. Here are some reasons for young savers to be hesitant about Roth savings vehicles.

See More From: Building Wealth

QUIZ
July 2018

The Medicare True-False Quiz: Test Your Knowledge

Health care costs are one of the biggest concerns for retirees. For most American retirees, Medicare is their primary health care plan. Medicare is complicated, and understanding it is crucial to ...

See More From: Medicare

QUIZ
June 2018

The Reverse Mortgage Quiz: Test Your Knowledge

When I talk with consumers and financial advisers about retirement income planning, the value of home equity is one big piece of the puzzle that is often overlooked. The reality is that home equity...

See More From: Mortgages & Refinancing

QUIZ
May 2018

True or False: Test Yourself on Social Security Basics

Social Security is arguably the most important retirement program in the United States. For a secure retirement, it is critical that those near and in retirement understand how their Social Securit...

See More From: Social Security