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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Funding early retirement

October 26, 2009

Most are familiar with the magic ages of 59 ½ when you can start withdrawing from retirement savings without paying the 10% IRS penalty and 62 when you can start taking social security.  But sometimes retirement comes before these ages either voluntarily or involuntarily, and you may need income.  … [Read more...]

Filed Under: News, Retirement, Your Finances Tagged With: 401(k), 55 and separation from service, 72(t), early retirement, Retirement, retirement income, retirement plan distributions, retirement planning, substantially equal payments

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Keener Financial Planning
8 hours ago

Delighted to see Keener Financial Planning at #7 on Financial Planning's 18 Best Places to Work in Money Management list. ... See MoreSee Less

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The 18 best places to work in money management

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Our latest ranking of money managers' workplaces in conjunction with Best Companies Group produces a return champion and some new additions.
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Keener Financial Planning
1 week ago

Medicare part D open enrollment ends this Sunday - if you haven't evaluated your plan yet, please make time this week! ... See MoreSee Less

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HeyMOE—Medicare Part D Open Enrollment Automatic Comparison Tool | Simplify Medicare Plans Today

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HeyMOE is the ONLY automatic Medicare Part D review and plan comparison service during Open Enrollment. Save time and money with HeyMOE! Created by well known Medicare experts and trusted by Medicare ...
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Keener Financial Planning
2 weeks ago

If you are an American Airlines pilot considering the MBCBP, the election window closes on December 15th. Rachel and Samuel have highlighted a few key points to help guide your decision-making.

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AA Pilots: Market Based Cash Balance Plan (MBCBP) - Keener Financial Planning

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With the MBCBP election window closing on December 15th, Keener Financial Planning provides key points to guide your decision-making.
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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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