Articles by Mark Kennedy

Mark Kennedy is the founder and president of Kennedy Wealth Management LLC, a Registered Investment Advisor based in Calabasas, California, since 2008. With more than two decades in insurance and estate financial planning, Mark focuses on tax strategies, retirement income and wealth transfer.

He has helped high-net-worth families and business owners preserve wealth, reduce taxes and pass more to loved ones instead of the IRS.

A frequent media resource, Mark has been featured on Fox Business, ABC, CBS Radio, Smart Money, Bankrate.com and the Los Angeles Times. He has also written for publications such as Life After 50 Magazine, hosted a financial radio program on KRLA AM 870 and spoken to groups nationwide about retirement planning.

He is the author of Don't Let the Stock Market or I.R.S. Control Your Retirement and How to Choose a Financial Advisor You Can Trust.

Phone: 818.224.4177 | Email: info@kennedywealthmgmt.com | Website: kennedywealthmgmt.com

Latest articles by Mark Kennedy

An older couple look shocked as they look at their laptop screen at the dining room table.

The $183,000 RMD Shock: Why Roth Conversions Can Be Risky

Converting retirement funds to a Roth is a smart strategy for many, but the older you are, the less time you have to recover the tax bite from the conversion.