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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Partial Roth Conversion Strategy

October 13, 2009

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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Keener Financial Planning
15 hours ago
Keener Financial Planning

While many of us are dressed as financial planners today, Catherine and Thomas are in the Halloween spirit! Wishing you a safe and fun time this evening! ... See MoreSee Less

While many of us are dressed as financial planners today, Catherine and Thomas are in the Halloween spirit! Wishing you a safe and fun time this evening!
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Keener Financial Planning
15 hours ago
Keener Financial Planning

While many of us are dressed as financial planners today, Catherine and Thomas are in the Halloween spirit! Wishing you a safe and fun time this evening! ... See MoreSee Less

While many of us are dressed as financial planners today, Catherine and Thomas are in the Halloween spirit! Wishing you a safe and fun time this evening!
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Keener Financial Planning
2 weeks ago
Keener Financial Planning

The newsletter includes an invitation to our upcoming book club, as well as our quarterly update on the investment markets. In addition, we share planning ideas around open enrollment and 2026 catch-up contributions for high earners. We also have shutdown financial planning guidance for federal employees. And we share our latest team update. ... See MoreSee Less

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Fall 2025 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Our fall 2025 financial planning newsletter is now available. It includes an invitation to our upcoming book club, as well as our quarterly update on the investment markets. In addition, we share plan...
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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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