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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Quoted on BankRate about Roth IRAs and emergency funds

April 30, 2010 By Jean Keener, CFP, CRPC

When you're juggling creating an emergency fund and saving for retirement, it's important to be aware of your options.   BankRate.com reporter Teri Cettina recently interviewed me about using a Roth IRA as a back-up to your primary emergency fund.  A Roth IRA should not be your primary emergency … [Read more...]

Filed Under: Budgeting and Saving, News, Our Advice in the News, Retirement, Your Finances Tagged With: emergency fund, Roth IRA, saving for retirement

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

October 2009 Newsletter

October 2, 2009 By Jean Keener, CFP, CRPC

The October newsletter is now available.  It includes a reminder about the October 15 deadline to recharacterize 2008 Roth IRA conversions, a market update, how to calculate your net worth and why net worth is the financial number to watch, and more.  To read the newsletter, click here. … [Read more...]

Filed Under: Budgeting and Saving, Insurance, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: 2008 Roth recharacterization, calculating net worth, D-FW free financial seminars, financial planning week, free financial seminars, important financial number, net worth, recharacterization deadline, Roth IRA, tracking financial progress

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Main Office:

1692 Keller Parkway
Keller, TX 76248

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

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Dallas, TX 75201

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