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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FAQs on RMDs from Inherited IRAs

April 8, 2021

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

Can You Benefit from Qualified Charitable Distributions?

December 22, 2020

Qualified Charitable Distributions

Qualified Charitable Distributions (QCDs) are a great way to reduce tax liability for those who are charitably inclined. Qualified Charitable Distributions are distributions from an IRA that are donated directly to a qualified charity. The account holder must be over age 70 ½ and the distribution … [Read more...]

Filed Under: Featured Posts, Retirement, Taxes, Your Finances Tagged With: charitable giving, IRA, IRA distributions, Qualified Charitable Distributions, RMDs, tax planning, tax-free charitable contributions

2020 SECURE Act Changes to IRAs and Required Minimum Distributions

January 23, 2020

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

February Personal Finance Newsletter

February 14, 2011

The February personal finance newsletter is now available.  In addition to the investing market update, the topics are: Extension of tax-free charitable contribution option from IRAs for those over 70 1/2 New cost basis reporting rules (important for those with taxable investment … [Read more...]

Filed Under: Insurance, Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: cost basis, health care law, Investing, IRA, market update, retirement planning, RMDs, tax-free charitable contributions

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If you're considering a Roth conversion, this article provides a good high-level summary of the considerations. Have a great weekend! ... See MoreSee Less

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What Trump’s Megabill Means for Roth IRA Conversions

advisorstream.com

The tax-and-spending legislation enacted in July has tax breaks for some savers but makes an already-complex process trickier.
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We're celebrating being Great Place to Work-Certified for the 4th year in a row! www.greatplacetowork.com/certified-company/7047689 ... See MoreSee Less

Were celebrating being Great Place to Work-Certified for the 4th year in a row! https://www.greatplacetowork.com/certified-company/7047689
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4 weeks ago
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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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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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