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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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

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Keener Financial Planning
2 weeks ago
Keener Financial Planning

In case you need a reminder about the perils of individual stock picking, fee only financial planner Allan Roth shares some highlights in Barron's. ... See MoreSee Less

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Stock-Picking Is Fun. But the Odds of Winning Are Dismal.

advisorstream.com

Academic research shows that only a tiny fraction of stocks beat the returns of a broad index over time.
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Keener Financial Planning
3 weeks ago
Keener Financial Planning

Our summer 2025 newsletter has updates on how the OBBBA will affect your 2025 tax planning, insights on the investment markets, tips on how to avoid fraud and more! keenerfinancial.com/summer-2025-financial-planning-newsletter/ ... See MoreSee Less

Our summer 2025 newsletter has updates on how the OBBBA will affect your 2025 tax planning, insights on the investment markets, tips on how to avoid fraud and more! https://keenerfinancial.com/summer-2025-financial-planning-newsletter/
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Keener Financial Planning
4 weeks 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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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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