Elections have consequences. This has become a popular phrase in politics over the past few years, but the reality is elections do have consequences for your finances, especially your retirement. With many crucial retirement programs like Social Security, Medicare, and Medicaid experiencing funding issues, reform could be on the way and the election will impact the direction of reform. Additionally, savings vehicles like the 401(k) could look much different under a Biden tax plan than a Trump tax plan – one seeking to increase revenue, the other seeking to cut taxes. Additionally, the markets like certainty; uncertainty can create volatility, so where will this election cycle leave the markets? Our speaker today often describes retirement planning like trying to hit a moving target in the wind; elections are important because they can change the way the wind blows and the course of your retirement plan.
You Will Learn:
- How could the markets react to the election – do markets really prefer a blue or red wave?
- What regulatory reforms could a new administration bring?
- What will the future of Social Security look like?
- Tax reform 2.0 – what might a change in power in DC mean for tax policy?
Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Jamie Hopkins is the Managing Director of Carson Coaching and Director of Retirement Research at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher and educator, Jamie is a regular contributor for Forbes, InvestmentNews and MarketWatch. He has been published in dozens of financial, educational and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law.
Registration Fee: $19
Archive: The archive recording will be available after the webinar in your FSPgo account (on the My Account tab).
CE Credits: There are no CE credits available for this program.
1:00 pm – 2:00 pm ET
12:00 pm – 1:00 pm CT
11:00 am – 12:00 pm MT
10:00 am – 11:00 am PT