About
If you're thinking about making a Roth IRA contribution -- which you can still do for 2025 up to your tax deadline -- or switching to a Roth 401(k) or doing a Roth conversion, you need to do some strategizing. MarketWatch's Beth Pinsker gets into the math with retirement expert Jamie Hopkins, whose latest book is "Your Retirement Sketchbook."
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Presenters
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Beth Pinsker
Financial-Planning Columnist, MarketWatch
Beth Pinsker is a financial-planning columnist at MarketWatch. She has been a CFP® professional since 2018. Previously, she worked at Reuters, Fidelity and Walletpop.com. Prior to covering personal finance, she was a film critic and entertainment business reporter, writing for Entertainment Weekly, The Dallas Morning News and many more publications. Her book, "My Mother's Money: A Guide to Financial Caregiving" came out in November 2025 from Crown Currency. Book orders available at bethpinsker.com.
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Jamie Hopkins
Chief Executive Officer, Bryn Mawr Trust Advisors
Jamie Hopkins is the chief executive officer of Bryn Mawr Trust Advisors and chief wealth officer of WSFS. Jamie is a graduate of Temple University School of Law, where he received his LL.M., and Villanova University School of Law, where he earned his juris doctorate and his MBA. A Wall Street Journal best-selling author, educator, and executive speaker, Jamie serves on numerous advisory boards around the financial services industry and formerly as a national trustee member of NAIFA. Jamie is also the founder and president of the 501(c)(3) non-profit, FinServ Foundation and was named as a top 10 Investopedia 100 Top Financial Advisor for 2023. He is the author of bestselling Rewirement and the co-author of Your Retirement Sketchbook alongside Bonnie Treichel.