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]

  • About Us
    • Our Company
    • Our Services
    • Our Process
    • Meet our Team
    • Affiliations
    • Fee Schedule
    • Disclosure
  • Financial Planning
    • Planner Interview Questions
    • How Planners Are Paid
  • Resources
    • Client Log-In
    • Forms
  • Blog
  • Contact Us

Can You Benefit from Qualified Charitable Distributions?

December 22, 2020 By Keener Financial Planning

Qualified Charitable Distributions

Qualified Charitable Distributions (QCDs) are a great way to reduce tax liability for those who are charitably inclined. Qualified Charitable Distributions are distributions from an IRA that are donated directly to a qualified charity. The account holder must be over age 70 ½ and the distribution … [Read more...]

Filed Under: Featured Posts, Retirement, Taxes, Your Finances Tagged With: charitable giving, IRA, IRA distributions, Qualified Charitable Distributions, RMDs, tax planning, tax-free charitable contributions

February Personal Finance Newsletter

February 14, 2011 By Jean Keener, CFP, CRPC

The February personal finance newsletter is now available.  In addition to the investing market update, the topics are: Extension of tax-free charitable contribution option from IRAs for those over 70 1/2 New cost basis reporting rules (important for those with taxable investment … [Read more...]

Filed Under: Insurance, Investing, Legislative Changes, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: cost basis, health care law, Investing, IRA, market update, retirement planning, RMDs, tax-free charitable contributions

Free E-Newsletter

Sign up to receive free financial planning email updates. We'll never sell your address or spam you.

Latest from Twitter

Tweets by @keenerfinancial

Discuss if we’re a good fit for you

Contact Us

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

  • Email
  • Facebook
  • LinkedIn
  • Twitter

FORM CRS RELATIONSHIP SUMMARY (ADV Part 3) · Copyright © 2023 Keener Financial · All Rights Reserved