We want to share a few items for 2021 year-end planning consideration as a result of the Build Back Better reconciliation bill introduced in Congress on September 13. One of the biggest changes is the elimination of Roth conversions of after-tax dollars beginning in 2022. Please see our full … [Read more...]
After-tax retirement contributions: how to know if you have any
With all the talk about converting after-tax retirement contributions to Roth, you may be wondering if this applies to you. Here's how to tell if you have any after-tax money in an IRA or 401k. First, let's cover the difference between after-tax money and Roth. Both after-tax and Roth … [Read more...]
Roth conversion of after-tax contributions – limited time only?
We don’t normally invest much energy in discussing pending legislation until it becomes law. However, the Build Back Better reconciliation bill introduced in Congress on September 13 creates a time-sensitive opportunity for Roth conversions of after-tax dollars. Beginning in 2022, after-tax … [Read more...]
Working at Keener Financial Planning
Several of our team members recently shared what it's like working at Keener Financial Planning in a series of short videos. Careers are at our firm are appealing to Certified Financial Planner(TM) professionals who are passionate about fee-only planning and being accessible to clients from all … [Read more...]
Best Financial Advisor 2021
We are delighted to share that Keener Financial Planning has been awarded Best Financial Advisor by readers of Living Magazine Keller for 2021. Thank you so much to all who voted for us. We are so grateful for each of our clients and supporters in the Keller community. You make our work fun and … [Read more...]
Cost of Trying to Time the Market
Trying to time the market can be costly. If you'd invested $1,000 in the S&P 500 index in 1990, you'd have had $20,451 by the end of 2020. However, missing the best day reduced your total to $18,329. And, missing the 5 best days, reduces it to $12,917. Because a picture shows this so well, … [Read more...]
Q3 Financial Planning Newsletter
Our third-quarter financial planning newsletter is now available. It includes an update on the investment markets, along with our perspective on inflation. We also cover how to decide if you should opt-out of the child tax credit payments. In addition, we share that we've just completed our … [Read more...]
Keener Financial Planning scholarship winner
We are pleased to announce that the first annual Keener Financial Planning scholarship was awarded last night. Michelle Nguyen is the highly accomplished recipient. The scholarship was awarded through The Greater Keller Women's Club Foundation. We started this scholarship to help more … [Read more...]
2021 Child Tax Credit Advance Payments
If your family is eligible for the 2021 child tax credit, you have the option to decide if you want to receive advance payments or not. The default is to receive the advance payments. You also have the option to opt out. If you opt out, you will still receive the full tax credit. It will just be … [Read more...]
Financial Planning April 2021 Newsletter
The second quarter financial planning newsletter is now available. It includes information on inherited IRA required minimum distributions, estate planning, spending plans, and an overview of the investment markets. We also share an update on meeting options and our team. Click here to read the … [Read more...]
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