/
    • ASK YOURSELF THESE TWO QUESTIONS?

    • 1) Are you 100% you are going to have a great retirement, or do you have some doubt?

      Learn More Here

    • 2) What if..I could you show you a how to get out of debt in 9 years or less, including your mortgage, without spending any additional money than you are spending right now?

      Learn More Here

    • Michael Kenney is a proud member of the Safe Money Places Agent Network which is a national association of independent like-minded agents who operate under the Safe Money Places® philosophy. now a little more about you. 

      Visit Our Educational Website:

      www.safemoneyplaces.com

    • Get access to unbiased financial news articles about retirement, personal finance, health tips, and safe money advice. 

      Read our Current Issue

    • These short videos will teach you more about Safe Money Places concepts, ideas, and financial tips. 

      Visit our YouTube Channel

    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

      Read More

      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

      Read More

    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

      Read More

      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

      Read More

    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

      Read More

      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

      Read More

    • WEEKLY NEWSLETTER

      BRINGING BALANCE TO YOUR RETIREMENT PORTFOLIO

      BRINGING BALANCE TO YOUR RETIREMENT PORTFOLIO In our hectic lives, balance is something many of us strive to achieve. From work-life balance to finding balance in your yoga class, we’re all looking for a little more of it. In terms of planning for the future, have you thought about ways to [...]

      Read more

      Offer FIAs to take advantage of retirement income opportunities

      Offer FIAs to take advantage of retirement income opportunities   Gen X designate more than $25 trillion in financial assets for retirement income. This is roughly double the amount today. Jafor Iqbal, assistant vice president of the Secure Retirement Institute and author of “The [...]

      Read more

      RETIREMENT SAVINGS RESOLUTIONS FOR THE NEW YEAR

      RETIREMENT SAVINGS RESOLUTIONS FOR THE NEW YEAR   While getting your health into shape tops many Americans’ New Year’s resolution list, getting your finances in shape should be another goal you make in the New Year.  Why is this so important? A recent study  showed that nearly 40 [...]

      Read more

      40 of page 41

    • IRA BLOG

      SUNK BY A ROLLOVER

      April 10, 2019

      By Andy Ives, CFP®, AIF® IRA Analyst Unfortunately, it happened again. Another person dove into the IRA rollover pool before checking the depth, temperature, or if the pool was even open for swimming. In this scenario, $125,000 was rolled from an IRA at Bank A to Bank B. A few months later, in[...]

      Read more

      By Jeremy T. Rodriguez, JD IRA Analyst Most people are aware of the tax concept, Required Minimum Distributions or “RMDs.” These are the tax rules that force you to take a distribution from your IRA or qualified plan, even when you don’t want to. Moreover, that distribution is usually [...]

      Read more

      By Sarah Brenner, JD IRA Analyst Question: I have a 60 day rollover, and basically the client has what I believe is an uneducated tax preparer. The roll over occurred within the proper 60 days, the custodian sent out the 1099R as a distribution checking box 7, 1, because even they sent the [...]

      Read more

      2 of page 113