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

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

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
Keener Financial Planning
1 week ago

We're now accepting applications for our summer 2027 financial planning internship! ...

Shared link preview image

Financial Planning Intern - Keener Financial Planning

keenerfinancial.com

Fee only, as-needed financial planning firm offers financial planning internship as career opportunity for college senior graduating in 2025 or 2026.
View on Facebook (opens in a new tab)
· Share
Share on Facebook (opens in a new tab) Share on Twitter (opens in a new tab) Share on LinkedIn (opens in a new tab) Share by Email (opens in a new tab)
Keener Financial Planning
1 week ago

We will be closed on Monday, September 7th for Labor Day. ...

We will be closed on
View on Facebook (opens in a new tab)
· Share
Share on Facebook (opens in a new tab) Share on Twitter (opens in a new tab) Share on LinkedIn (opens in a new tab) Share by Email (opens in a new tab)
Keener Financial Planning
1 month ago

Reading this blog from UK Financial Planner Dan Haylett may cause you to ask us to update your financial plan. Let us know if we need to chat! ...

Shared link preview image

Your 12 Good Years

www.humansvsretirement.com

Here’s a number that should change how you think about retirement: 12.Not 30. Not 25. Not even 20.12That’s how long the average healthy 60-year-old has before their mobility, energy, and independe...
View on Facebook (opens in a new tab)
· Share
Share on Facebook (opens in a new tab) Share on Twitter (opens in a new tab) Share on LinkedIn (opens in a new tab) Share by Email (opens in a new tab)

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 © 2026 Keener Financial · All Rights Reserved