Kenn B. Tacchino, JD, LLM
- Boettner/Gregg Endowed Professor
- Editor of Journal of Financial Service Professionals
Affiliated Programs
Education
- BA, Political Science & History
Muhlenberg College (PA) - JD, Law
Western New England University (MA) - LLM, Tax
Widener University (PA) - RICP, Retirement Income Planning
The American College (PA)
About Me
I am dedicated to helping students become professionals who are able to serve their clients with expert knowledge. I am committed to engaging students in class through an interactive learning environment.
I am a professor of taxation and financial planning at Widener University and the five-time winner of the School of Business Distinguished Graduate Teaching Award. I also served as the chairperson of the department of economics, finance, and taxation.
I have been the editor of the Journal of Financial Service Professionals since 2001. I was formerly a full-time faculty member and a consultant to The American College. I was also a contributing author to two textbooks for the college. I was the former director of the New York Life Center for Retirement Income at the American College.
Under my leadership and with the help of leading industry experts, the New York Life Center created a popular website on retirement income and the Retirement Income Certified Professional (RICP) designation.
Research Interests
I primarily research and write about retirement and pension planning topics. I have over 100 published articles. An article I authored on calculating retirement needs helped to change how people determine the amount they need to retire.
Media Expertise
- Retirement/financial planning
- Accumulation models
- Taxation
Publications
Peer-Reviewed Journal Article Publications (Last three)
- “How Middle-Income Clients Can Decrease Taxes by Strategically Using the Qualified Charitable Distribution Strategy," Benefits Quarterly, Third Quarter, 2022
- "Crisis Create Retirement Planning and Retirement Plan Adjustments," Journal of Financial Service Professionals, January 2022
- “Exploring the Financial Planning Decisions Related to Greater Access to Retirement Funds Via the CARES Act,” Journal of Financial Planning, June 2020
Latest Textbook
- "Retirement Plans & Retirement Planning, " Published by The Society of Financial Service Professionals, 2023
Professional Affiliations & Memberships
Society of Financial Service Professionals (FSP), Financial Planning Association (FPA), American Society of Pension Professionals and Actuaries (ASPPA)
Awards
- Distinguished University Professor Award (2018-2020)
- Distinguished SBA Service Award (2017-2018)
- Distinguished SBA Research Professor Award (2008-2009)
- CFP Article Award (1997)
News
In the Media
- Advisor Today
FSP Offers Professional Learning Resource on Retirement Planning
A newly revised ebook authored by Professor Kenn Tacchino is featured. The book, "Retirement Plans and Retirement Planning," offers information for financial planning professionals and students.
- Market Watch
How to avoid a 10% bite when you dip into your retirement funds
Kenn Tacchino, professor of taxation and financial planning, writes how people can protect their retirement plans from the 10 percent penalty required by the Internal Revenue Code.
- Market Watch
Where should you put your retirement contributions?
Kenn Tacchino, professor of taxation and financial planning, recommends that people preparing for retirement take advantage of a health savings account (HSA).
- Market Watch
Should you use the CARES Act to access your retirement funds?
Kenn Tachino, the Boettner Endowed Professor in Financial Planning, outlines new financial resources available through the Coronavirus stimulus package and advises individuals to proceed with caution based on their financial circumstances.
- Market Watch
Think very hard before you make these 6 retirement decisions
When planning for retirement, Kenn Tacchino, the Boettner Endowed Professor in financial planning, outlines six variables that require special consideration.