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.

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February Personal Finance Newsletter

February 14, 2011 By Jean Keener, CFP, CRPC

The February personal finance newsletter is now available.  In addition to the investing market update, the topics are:

  • Extension of tax-free charitable contribution option from IRAs for those over 70 1/2
  • New cost basis reporting rules (important for those with taxable investment accounts)
  • Summary of the health care law provisions going into effect this year

Click here to read the newsletter.

Filed Under: Insurance, Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: cost basis, health care law, Investing, IRA, market update, retirement planning, RMDs, tax-free charitable contributions

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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

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