Jamie Hopkins on Biden tax plan plus more

Episode 65

Episode Summary

Writer and researcher Jamie Hopkins, managing partner of wealth solutions at Carson Wealth, discusses at length with Jeff and Bruce the current Democratic tax plan making its way through Congress. They discuss realistic outcomes of the bill and ramifications for advisers and clients. They also discuss crypto, the new Carson headquarters building and the Bain Capital investment.

Episode Notes

Interview with Jamie Hopkins

  • Biden administration tax plan: Implications for advisers and retirees
  • Keeping track of different relevant bills
  • Effect on marriage
  • How this might all settle out
  • The crypto wash rule inclusion and how that might help crypto
  • Crypto ETF prospects
  • Roth IRA conversions, back door or otherwise
  • Roth vs. other retirement options
  • Carson Group developments
  • Benefits from the Bain investment

Related Article:  The impact versus the job: Lessons on making a noble profession

Related Article:  Democrats slim Biden tax plan

Guest Bio:  A nationally recognized writer and researcher, Jamie Hopkins is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today.

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