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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FAQs on RMDs from Inherited IRAs

April 8, 2021 By Rachel Songer, CFP

When the SECURE Act was passed by Congress at the end of 2019, the rules changed for most future Inherited IRA holders.  But wait… wasn’t there also the CARES Act in 2020 that allowed ALL IRA owners to forego taking their required minimum distribution (RMD) for 2020?  Yep.  Between the SECURE Act … [Read more...]

Filed Under: Featured Posts, Investing, Legislative Changes, News, Taxes, Your Finances Tagged With: beneficiary, inherited IRA, non-spouse, RMDs, spouse

2020 SECURE Act Changes to IRAs and Required Minimum Distributions

January 23, 2020 By Keener Financial Planning

inflation and your financial plan

The SECURE Act stands for Setting Every Community Up for Retirement Enhancement. It was signed into law on December 20, 2019 and most provisions went into effect on January 1, 2020. Lawmakers mostly focused on enhancing options and eligibility for retirement plans. However, one significant change … [Read more...]

Filed Under: Featured Posts, Legislative Changes, News, Retirement, Taxes Tagged With: inherited IRA, IRA, Retirement, RMDs, SECURE Act

October 2016 Financial Planning Newsletter

October 24, 2016 By Jean Keener, CFP, CRPC

The October Financial Planning newsletter is now available.  In addition to an investment market update, it includes an update on the social security cost-of-living adjustment, tips on inheriting an IRA, a third quarter investment summary, year-end tax tips and more.  To read the newsletter, click … [Read more...]

Filed Under: Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: inherited IRA, Investing, Retirement, social security, tax planning

March 2012 Personal Finance Newsletter

March 12, 2012 By Jean Keener, CFP, CRPC

The March 2012 personal finance newsletter is now available and covers several personal finance topics.  For retirement planning, we look at your options when you inherit an IRA.  For debt management, we cover how to pay down credit cards without hurting your credit.  For investing, we look at … [Read more...]

Filed Under: Debt Management, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: credit, inherited IRA, Investing, market valuation, Retirement, tax planning

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Keener Financial Planning
3 days ago
Keener Financial Planning

We are hiring for a Financial Planning Intern for the summer of 2024!

For information about the intern position, please visit our website: keenerfinancial.com/join-our-team/financial-planning-intern/

We invite you to check out this video of Jean Keener talking with our 2023 Intern, Morgan Green, about her experience at Keener Financial Planning.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

If you want to leave part of your estate to charity, we have suggestions for how to do so most tax-efficiently. Let us know what questions you have on this. ... See MoreSee Less

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Tax-Efficient Beneficiary Designations - Keener Financial Planning

keenerfinancial.com

If you plan to leave part of your estate to charity, tax-efficient beneficiary designations can help your assets go the farthest.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

We're looking forward to North Texas Giving Day this week. Happy to be a part of it with Friends of Dallas Animal Services!For the fourth year in a row, our incredible friends at Keener Financial Planning will help double your #NTXGivingDay dollars!

This local small business helps clients meet their goals by providing as-needed, fee-only financial planning and investment advice.

Many Keener Financial Planning employees have adopted shelter pets! In their words, "They are part of our families, and we want to help as many furry companions find their forever homes as possible!"

Thank you for your generous support, Keener Financial Planning. 👏🧡

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Were looking forward to North Texas Giving Day this week. Happy to be a part of it with Friends of Dallas Animal Services!
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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

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