Mark Kenney, CFP®, CTS™

Mark Kenney, CFP®, CTS™

Investment Adviser Representative, SHP Financial

Mark Kenney is an Investment Adviser Representative with SHP Financial. He is Series 7 & 66 securities licensed as well as Massachusetts Life and Accident & Health licensed. He has also obtained the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, and was awarded the only nationally recognized tax designation, CTS™ (Certified Tax Specialist™) by The Institute of Business & Finance.

Phone: 866.746.2401 | Email: markk@shpne.com | Website: www.shpfinancial.com

When Roth Conversions Are the Right Move – and When They Aren’t
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Roth IRAs

When Roth Conversions Are the Right Move – and When They Aren’t

Converting a traditional IRA to a Roth IRA can be a smart tax- and estate-planning strategy for some people, but it can be a mistake for others.
January 15, 2021