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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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 … [Read more...]

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

Partial Roth Conversion Strategy

October 13, 2009

When people find out how much tax they would have to pay to convert their IRA from traditional to Roth, it’s often times a conversion show stopper.  Even if all the analysis shows that conversion would be clearly beneficial to their after-tax retirement income levels or provide estate planning … [Read more...]

Filed Under: Retirement, Taxes, Your Finances Tagged With: 2010 Roth Conversion, Investing, IRA, Partial Roth Conversion, retirement planning, roth conversion strategies, Roth IRA, Roth IRA conversion, roth segregation strategy

Roth conversion as estate planning technique

September 28, 2009

Medicare IRMAA planning

The 2010 lifting of income limits for Roth IRA conversions creates a sizable opportunity to reduce estate taxes.  We’ve already discussed Roth IRA conversion basics, and who might want to convert.  But if your estate is potentially subject to the estate tax at your death, you have an additional … [Read more...]

Filed Under: Estate Planning, News, Taxes, Your Finances Tagged With: 2010 Roth Conversion, estate planning, estate planning techniques, Roth IRA conversion

Who should consider Roth conversion

September 18, 2009

Given the historic opportunity of 2010 to spread the tax payment over 2 years in 2011 and 2012, everyone with a traditional IRA should take at least one look at Roth IRA conversion for next year. It is most beneficial to you when all of these apply: You'll pay the resulting "conversion" tax … [Read more...]

Filed Under: Investing, Retirement, Taxes, Your Finances Tagged With: 2010 Roth Conversion, estate planning, IRA, Retirement, retirement income, retirement planning, Roth IRA, Roth IRA conversion

Roth IRA Conversion Overview

September 14, 2009

Through 2009, converting an IRA from a traditional IRA to Roth is only available for those with household incomes under $100,000.  Beginning next year, that changes.  However, a lot of people aren't aware of the upcoming changes -- according to Financial Planning magazine, only 42% of advisor … [Read more...]

Filed Under: Featured Posts, Legislative Changes, News, Retirement Tagged With: 2010 Roth Conversion, retirement planning, Roth IRA, Roth IRA conversion, Roth IRA video

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Keener Financial Planning
4 days ago
Keener Financial Planning

Happy Friday! As you head out to the weekend, we wanted to update you on how we're using AI at Keener Financial Planning. Please let us know of any questions! ... See MoreSee Less

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How We're Using AI - Keener Financial Planning

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We share how we're protecting client data security, ensuring continued accuracy and personalization, and seeking efficiency with AI.
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Keener Financial Planning
5 days ago
Keener Financial Planning

A very helpful Q&A from Forbes on the provisions in the new law! This bill went through a lot of revisions, so Forbes covers some of the provisions that actually made it into the final version (and what didn't). ... See MoreSee Less

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Answers To Your Individual Tax Questions About The One Big Beautiful Bill Act

advisorstream.com

Got questions about the new deductions for seniors, tips, overtime and car loans? Here’s what readers have been asking—and the answers—about those, as well as other updated tax provisions.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

We will be closing at 3 pm today (7/3) and remain closed for Friday (7/4).

Wishing everyone a happy and safe 4th of July weekend!
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We will be closing at 3 pm today (7/3) and remain closed for Friday (7/4).  

Wishing everyone a happy and safe 4th of July weekend!
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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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