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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Partial Roth Conversion Strategy

October 13, 2009 By Jean Keener, CFP, CRPC

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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Keller, TX 76248

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Fax: 817-993-0002

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