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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Roth IRA Conversion Overview

September 14, 2009 By Jean Keener, CFP, CRPC

Through 2009, converting an IRA from a traditional IRA to Roth is only available for those with household incomes under $100,000.  Beginning next year, that changes.  However, a lot of people aren't aware of the upcoming changes -- according to Financial Planning magazine, only 42% of advisor … [Read more...]

Filed Under: Featured Posts, Legislative Changes, News, Retirement Tagged With: 2010 Roth Conversion, retirement planning, Roth IRA, Roth IRA conversion, Roth IRA video

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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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