I am delighted to share that I am no longer the sole owner of Keener Financial Planning. Rachel Songer and Kelli Hinton are now Co-Owners of the firm as of January 1, 2021. Rachel joined Keener in … [Read More...]
FAQs on RMDs from Inherited IRAs
When the SECURE Act was passed by Congress at the end of 2019, the rules changed for most future Inherited IRA holders. But wait… wasn’t there also the CARES Act in 2020 that allowed ALL IRA owners … [Read More...]
Can You Benefit from Qualified Charitable Distributions?
Qualified Charitable Distributions (QCDs) are a great way to reduce tax liability for those who are charitably inclined. Qualified Charitable Distributions are distributions from an IRA that are … [Read More...]