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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Quoted in Dallas Morning News on 2010 Roth conversions

October 25, 2009 By Jean Keener, CFP, CRPC

I had the opportunity to talk with Pamela Yip, personal finance columnist at the Dallas Morning News, a couple weeks back about 2010 Roth IRA conversions.  Her article provides a good synopsis of the changes for 2010, and quotes me on when conversion makes the most sense.  Click here to read the … [Read more...]

Filed Under: News, Our Advice in the News, Retirement Tagged With: 2010 Roth Conversion, 2010 Roth IRA conversions, IRA, Retirement, Roth IRA, Roth IRA conversion

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

Roth conversion as estate planning technique

September 28, 2009 By Jean Keener, CFP, CRPC

Medicare IRMAA planning

The 2010 lifting of income limits for Roth IRA conversions creates a sizable opportunity to reduce estate taxes.  We’ve already discussed Roth IRA conversion basics, and who might want to convert.  But if your estate is potentially subject to the estate tax at your death, you have an additional … [Read more...]

Filed Under: Estate Planning, News, Taxes, Your Finances Tagged With: 2010 Roth Conversion, estate planning, estate planning techniques, Roth IRA conversion

Who should consider Roth conversion

September 18, 2009 By Jean Keener, CFP, CRPC

Given the historic opportunity of 2010 to spread the tax payment over 2 years in 2011 and 2012, everyone with a traditional IRA should take at least one look at Roth IRA conversion for next year. It is most beneficial to you when all of these apply: You'll pay the resulting "conversion" tax … [Read more...]

Filed Under: Investing, Retirement, Taxes, Your Finances Tagged With: 2010 Roth Conversion, estate planning, IRA, Retirement, retirement income, retirement planning, Roth IRA, Roth IRA conversion

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Keener Financial Planning
3 days ago
Keener Financial Planning

We are hiring for a Financial Planning Intern for the summer of 2024!

For information about the intern position, please visit our website: keenerfinancial.com/join-our-team/financial-planning-intern/

We invite you to check out this video of Jean Keener talking with our 2023 Intern, Morgan Green, about her experience at Keener Financial Planning.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

If you want to leave part of your estate to charity, we have suggestions for how to do so most tax-efficiently. Let us know what questions you have on this. ... See MoreSee Less

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Tax-Efficient Beneficiary Designations - Keener Financial Planning

keenerfinancial.com

If you plan to leave part of your estate to charity, tax-efficient beneficiary designations can help your assets go the farthest.
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

We're looking forward to North Texas Giving Day this week. Happy to be a part of it with Friends of Dallas Animal Services!For the fourth 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!"

Thank you for your generous support, Keener Financial Planning. 👏🧡

@jean.keener
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Were looking forward to North Texas Giving Day this week. Happy to be a part of it with Friends of Dallas Animal Services!
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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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