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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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

Is a Donor Advised Fund Right for You?

December 18, 2020 By Keener Financial Planning

Donor Advised Fund

Donor Advised Funds (DAFs) are a great tax planning tool for those who are charitably inclined. They are especially compelling when you have highly appreciated stock in a brokerage account or if your income is significantly higher than usual in any given year. Understanding the Tax … [Read more...]

Filed Under: Investing, Taxes Tagged With: Appreciated stock, charitable contributions, charitable giving, Donor Advised Funds, tax planning

Should You Do Tax Planning Now for the Biden Administration

December 6, 2020 By Jean Keener, CFP, CRPC

Tax Planning as part of your financial plan

A lot's being written right now about how to prepare for the Biden tax plan.  There are click-bate headlines warning of actions you must take now before December 31, 2020.  Before we take any tax planning actions, we need to consider the various scenarios that could unfold. First, we won't know … [Read more...]

Filed Under: Legislative Changes, News Tagged With: tax planning

October 2016 Financial Planning Newsletter

October 24, 2016 By Jean Keener, CFP, CRPC

The October Financial Planning newsletter is now available.  In addition to an investment market update, it includes an update on the social security cost-of-living adjustment, tips on inheriting an IRA, a third quarter investment summary, year-end tax tips and more.  To read the newsletter, click … [Read more...]

Filed Under: Investing, News, Newsletters, Retirement, Taxes, Your Finances Tagged With: inherited IRA, Investing, Retirement, social security, tax planning

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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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