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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Jean interviews Carl Richards about his new book Your Money and announces the next KFP book club - you're invited! Details in the comments. ... See MoreSee Less

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Expanding our financial planning knowledge at NAPFA's fall conference in DC @napfafeeonly ... See MoreSee Less

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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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