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]

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Build Back Better 2021 Year-End Planning Considerations

October 23, 2021

2021 Year-End Financial Planning Considerations

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...]

Filed Under: Estate Planning, Legislative Changes, News, Taxes Tagged With: 2021 Year-End Planning Consideration

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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
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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! ❤️🤍💙
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Today, we pause to e
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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!
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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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