Keener Financial Planning

Keener Financial Planning is a Fee only Certified Financial Planner in Dallas, Ft. Worth, and Keller, TX. Call us to schedule today at (817) 993-0401.

817-993-0401 | [email protected]

  • About Us
    • Our Company
    • Our Services
    • Our Process
    • Meet our Team
    • Affiliations
    • Fee Schedule
    • Disclosure
  • Financial Planning
    • Planner Interview Questions
    • How Planners Are Paid
  • Resources
    • Client Log-In
    • Forms
  • Blog
  • Contact Us

Quoted in Dallas Morning News on 2010 Roth conversions

October 25, 2009

I had the opportunity to talk with Pamela Yip, personal finance columnist at the Dallas Morning News, a couple weeks back about 2010 Roth IRA conversions.  Her article provides a good synopsis of the changes for 2010, and quotes me on when conversion makes the most sense.  Click here to read the … [Read more...]

Filed Under: News, Our Advice in the News, Retirement Tagged With: 2010 Roth Conversion, 2010 Roth IRA conversions, IRA, Retirement, Roth IRA, Roth IRA conversion

Free E-Newsletter

Email Newsletter

Sign up to receive free financial planning email updates. We'll never sell your address or spam you.

Latest from Facebook

Comments Box SVG iconsUsed for the like, share, comment, and reaction icons
Author Avatar
Keener Financial Planning
3 weeks ago

Looking forward to sharing college planning insights in Hurst!Dream Big with 529 Plans! 💸💰

Celebrate 5th Fri-Yay with us! This 5/29, we’ll be reading stories about saving money and making a DIY piggy bank craft. While the kids create, grown-ups can learn the basics of 529 Plans from Keener Financial Planning professionals.

📅 Friday, May 29
🕥 10:30-11 a.m.
📍 Program Room East

#CheckOutHurst #HurstPublicLibrary #HPLYouth #5thFriYay #529Plan #CollegeSavingsFund
... See MoreSee Less

Looking forward to s
View on Facebook
· Share
Share on Facebook Share on Twitter Share on LinkedIn Share by Email
Author Avatar
Keener Financial Planning
3 weeks ago

We will be closed at 3:00 pm on Friday, May 22nd through Monday, May 25th in honor of Memorial Day. ... See MoreSee Less

We will be closed at
View on Facebook
· Share
Share on Facebook Share on Twitter Share on LinkedIn Share by Email
Author Avatar
Keener Financial Planning
3 weeks ago

There are a few spots available for our Day in the Life of a Financial Planner Series on Tuesday, June 2nd at 11:00 am. Please email [email protected] to RSVP. ... See MoreSee Less

There are a few spot
View on Facebook
· Share
Share on Facebook Share on Twitter Share on LinkedIn Share by Email
Load more

Discuss if we’re a good fit for you

Contact Us

Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

Satellite Office:

2626 Cole Avenue, 3rd floor
Dallas, TX 75201

  • Email
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter

FORM CRS RELATIONSHIP SUMMARY (ADV Part 3) · Copyright © 2026 Keener Financial · All Rights Reserved