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 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

Can You Benefit from Qualified Charitable Distributions?

December 22, 2020 By Keener Financial Planning

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 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

February Personal Finance Newsletter

February 14, 2011 By Jean Keener, CFP, CRPC

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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Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

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2626 Cole Avenue, 3rd floor
Dallas, TX 75201

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