We specialize in helping you design and implement a customized Retirement Roadmap so you can successfully complete your retirement journey!. At Kennedy Wealth Management we specialize in the Retiree Wealth Transfer/Preservation Market and the Small Business Pension Planning Market. Visit our media page for informational articles and videos featuring Kennedy Wealth Management.
To develop a financial plan for your future, it's important for your financial professional to see a complete, 360 degree view of your financial picture. If you would like to learn more about Kennedy Wealth Management or would like to schedule a complimentary, no-obligation consultation, please contact us today!
To develop a financial plan for your future, it's important for your financial professional to see a complete, 360 degree view of your financial picture. If you would like to learn more about Kennedy Wealth Management or would like to schedule a complimentary, no-obligation consultation, please contact us today!
Services
Our Founder
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Mark Kennedy is the founder and president of Kennedy Wealth Management LLC, a Calabasas, California based Registered Investment Advisor founded in 2008. For over two decades, Mark has been in the insurance and estate financial planning field and has personally focused on strategies surrounding tax planning, retirement income planning, and wealth transfer.
Retirement Income Planning
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Messing up on your retirement planning isn't really a mistake that you can come back from. Retirement is the final stage of life, and if you didn't put in the time earlier in life to start saving for it, you'll have lost out on thousands of thousands of dollars. Saving for retirement isn't as easy as simply putting money in your piggy bank every week.
401K & IRA Pension Rollover Strategy
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When it comes to your IRA or 401(k) investment funds, you do have options, but to be honest, there aren't many that won't cost you money in the long run. Keeping your 401(k) with your employer is often allowed, but you won't be able to contribute any more to your investment, and you could become vulnerable to fees and/or taxes.
Long Term Care & Life Insurance Planning
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As the oldest Baby Boomers begin to wind through their 50s, one of the biggest concerns may not be outliving income, but outliving good health. For seniors, home health care can cost $50,000 or more per year(1), and nursing home care can run as high as $80,000(2). Does your retirement plan account for this kind of possibility?
Wealth Transfer, Estate Planning & Charitable Gifting
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What is your legacy strategy for the people you love and care about? Without proper planning and guidance, estate taxes and income taxes can eat up a lot of your net worth and destroy the nest egg that you've worked so hard to build. Many people own pre-tax retirement accounts within their estate. These pre-tax IRA, 401k and qualified plans can be taxed, in some cases, as much as 85% of the value of the plan at your death!
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