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 article.

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 days ago

Such a fun book club yesterday! We'll be doing it again on Thursday in Dallas and Friday on zoom. ... See MoreSee Less

Such a fun book club
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Author Avatar
Keener Financial Planning
3 days ago

Today, we pause to express our deepest gratitude to all who serve our country in the military. Your courage, dedication, and sacrifice protect the freedoms we cherish every day.

A heartfelt thank you to our incredible clients who have served, to a valued member of our team who has worn the uniform, and to all veterans beyond our community.

Your service inspires us.
Thank You and Happy Veterans Day! ❤️🤍💙
... See MoreSee Less

Today, we pause to e
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In Share by Email
Author Avatar
Keener Financial Planning
1 week ago

Book Club next week! If you haven't RSVP'd yet, please let us know you're coming. ... See MoreSee Less

Book Club next week!
View on Facebook
· Share
Share on Facebook Share on Twitter Share on Linked In 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 © 2025 Keener Financial · All Rights Reserved