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...]
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...]
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 to forego taking their required minimum distribution (RMD) for 2020? Yep. Between the SECURE Act … [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 donated directly to a qualified charity. The account holder must be over age 70 ½ and the distribution … [Read more...]
- 1
- 2
- 3
- …
- 19
- Next Page »