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.

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Funding early retirement

October 26, 2009 by Jean Keener, CFP®, CRPC™

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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1 day ago

Perspective to consider as you plan your retirement contributions: ...

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Should I Make Roth or Regular 401k contributions? - Keener Financial Planning

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Specific factors to use in deciding whether you should make Roth or Regular 401k contributions from fee-only financial planner Jean Keener.
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Sterling Gray shares some recent changes on student loan repayment options: keenerfinancial.com/student-loan-repayment-2026/ ...

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Happy to help!For the SIXTH 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!"

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Main Office:

1692 Keller Parkway
Keller, TX 76248

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Fax: 817-993-0002

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Dallas, TX 75201

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