Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®

In her latest article, Leanne Fee explores the concept of elderhood by sharing insights into preparing for a fulfilling retirement and reflecting on the opportunities that come with this stage of life. Read more here: https://lnkd.in/eb9jSEmJ #MyStewardshipAdvisor

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Are your clients looking to learn more about the importance of #LifeInsurance for their #FinancialFuture and get help to find the right coverage for their needs? Hear about it from our Chairman, CEO & President, Paul Quaranto, in his kitchen table conversation with American Council of Life Insurers - ACLI's President & CEO, Susan K. Neely. #WholeLifeInsurance #PermanentLifeInsurance #LifeInsuranceNearMe #LifeInsurance101 #ProtectingEveryFuture #CertaintyForEveryFuture

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How are plan sponsors using #definedcontribution plan design to help participants meet #retirement goals. PLANSPONSOR https://lnkd.in/eanWCF79 #ERISA #plandesign #retirementplans #401k #403b #investing

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🔦 Article Spotlight: This week, we're shining a light on another insightful article from Professional Paraplanner! 🌟 Whether you're looking to enhance your skills, gain valuable insights, or stay updated on industry trends, this article is a must-read. 📰 Title: Managing your time 📌 Link in comments Don't miss out on this opportunity to expand your knowledge and take your paraplanning journey to the next level! Happy reading! 📚✨ #ArticleSpotlight #Paraplanner #ProfessionalDevelopment

Is it time for you to CONVERT? Unlock the full potential of your retirement savings by considering a partial or full #RothConversion. Click the URL found in the comments below for an excellent article from Hartford Funds about Roth IRA conversions, and transform your traditional IRA into a #taxfree growth powerhouse! #TrustTowerpoint #haveaplan #bedisciplined #RothIRA #RothConversions #RothIRAConversion

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#FinancialAdvisors, give your clients added confidence and peace of mind!
 ➜ Check out the ‘Website Shortcuts’ section of the FA Toolkit here: https://ow.ly/1Y8150SypXU and share the links with your clients. You will find helpful videos and website links to share with your clients about Assuris protection and Canada strong financial services sector. #LifeInsurance #HealthInsurance

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Succession planning isn’t just a “nice to have”: Advisors owe it to their clients to proactively plan for their own retirement. John Taft explains in his latest blog. https://bit.ly/4bB6GNr

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In the evolution of defined contribution plans: What might be next? For our mid-year update on current regulatory activity and trending industry topics including in-plan income solutions and managed account programs view here:https://ow.ly/NCqt50SxYYx #Wilshire #retirement #finance

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Safeguarding family wealth across generations requires careful planning, particularly when implementing optimal tax strategies. In a piece written by our managing director Rick Nott, CFA, CFP®, CPWA®, he explores three crucial, lesser-known, strategies that provide tax benefits for ultra-high-net-worth and high-net-worth families. Rick advises wealthy investors to consider periodically transferring assets from a traditional IRA to a Roth to allow them to capitalize on asset allocation benefits, create a cash balance pension plan that functions as an attractive retirement savings vehicle, and evaluate and reorient estate plans in anticipation of potential tax changes, especially with the 2025 sunset of the Tax Cuts and Jobs Act. Read more in Barron's Advisor how these strategies help families reach their goals in a more tax-efficient manner. https://lnkd.in/gsQZr_yV

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Learn about annuity tax fundamentals. In doing so, you can set realistic expectations for income and growth. To learn more about how an annuity may fit with your retirement planning, and to understand the tax implications, contact an Enza Financial Professional. #annuities #tax #retirementplanning https://lnkd.in/e_z5qeAQ

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