Kevin Kennedy

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Financial Services, Financial Planners, Financial Planning Consultants

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Tomorrow: 8:00 am - 3:00 pm

20 Years

in Business

(510) 748-1898Call Visit WebsiteVisit Website Map & DirectionsDirections1516 Oak St Ste 101Alameda, CA 94501 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 3:00 pm

Places Near Alameda with Financial Services

Oakland (5 miles)
Piedmont (7 miles)
Emeryville (8 miles)
Canyon (9 miles)
San Leandro (9 miles)
Berkeley (12 miles)
Moraga (13 miles)
Orinda (13 miles)
San Lorenzo (14 miles)
Albany (14 miles)

More Info

Email

Extra Phones

TollFree: (888) 799-0302

Payment method

amex, discover, master card, visa

Location

Broadway Management

Neighborhood

AKA

Kevin Kennedy LLC

Kennedy, Kevin

Other Links

http://kevinkennedyllc.com

https://kevinkennedyllc.com//presentations

Categories

Financial Services, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation

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Details

Phone: (510) 748-1898

Address: 1516 Oak St Ste 101, Alameda, CA 94501

Website: http://kevinkennedyllc.com

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Kevin Kennedy

Tax Planning
Income tax brackets are also uncertain. Income tax planning includes watching Washington and acting strategically before and after the November 2022 election results are decided. With the long-term federal, as a percentage of gross domestic product, expected to soar in the next decade, pressure is building for a tax-rate increase.
Charitable Giving
Estate Taxes
Tax Services
Roth IRA
IRAs are more important than ever in creating a strategic financial plan because that is where Americans save for retirement. After retiring, assets in 401(k) accounts can be managed by you in IRAs. For income tax purposes, they are treated the same as 401(k), 403(b) and other federally-qualified retirement accounts. They grow tax-free only until you withdraw money and withdrawals are taxed at your ordinary income tax rate. However, Roth IRAs are totally tax-free. Even withdrawals are tax-free. Converting a 401(k) to an IRA, converting a traditional IRA to a Roth IRA, and planning how your IRA accounts will be distributed to loved ones or charity upon your demise requires understanding the federal laws on qualified retirement accounts and knowledge of financial economics. The tax advantage of Roth IRAs must be calculated based on your current income, life expectancy, and other factors, and individuals must weight the cost of paying taxes on withdrawal from a traditional IRA or 401(k) to place assets in a Roth IRA and get tax-free income for life as well as estate tax benefits to heirs.
Income Tax

Investment Management
Wealth Management
Securing your financial future involves more than managing your investments. Kevin Kennedy LLC takes a team-based, coordinated approach to providing you with a wide array of wealth management services, always based on your individual needs and goals...

Accounting Services

Financial Planning
As the son of a Financial Planner, the power of saving and investing has always been at the forefront of Ryanâ€™s values. Ryan attended San Diego State University where he obtained a degree in Financial Services with an emphasis in Financial Planning. During the summers, Ryan served as a paraplanner at Kevin Kennedy, LLC., and after graduating he worked at two large planning firms before making the decision to join his father and support delivering top-notch planning services to clients.Â
Retirement Planning
College Funding

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