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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Converting After-Tax 401k contributions to Roth

January 27, 2015 By Jean Keener, CFP, CRPC

It's time to reconsider whether making after-tax contributions to a 401k is a good financial planning strategy. Prior to the IRS' ruling last fall, it was unclear whether you could convert after-tax 401k  contributions to Roth.  And if you did convert them, there was disagreement in the financial … [Read more...]

Filed Under: Legislative Changes, News, Retirement, Taxes, Your Finances Tagged With: retirement planning, Roth conversion, tax planning

Advice Featured in Dallas Morning News

October 11, 2010 By Jean Keener, CFP, CRPC

The Dallas Morning News hosts an annual financial planning hotline and web chat to allow readers to get free financial advice from members of the Dallas-Fort Worth Financial Planning Assocation.  I've participated in this event for each of the last 3 years, and this year's questions reflected many … [Read more...]

Filed Under: Budgeting and Saving, Debt Management, Investing, News, Our Advice in the News, Retirement, Your Finances Tagged With: 401(k), debt management, IRA roll over, retirement savings, Roth conversion

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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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