I think it’s important for retirees to understand some key issues regarding retirement planning. But I hope this RMD crash course also illustrates how important it is to work with a professional who understands the rules, how they can change, and how they impact your overall financial planning. Let Keen Wealth handle your compliance with the IRS so you can focus on enjoying your retirement.
About Bill
Bill Keen is a financial advisor with over 30 years of industry experience. As founder and CEO of Keen Wealth Advisors, a registered investment advisory firm, he specializes in providing personalized retirement plans designed to uk phone number list help people thrive before and during retirement. Driven by his passion for educating others, Bill regularly blogs about retirement planning, hosts the podcast "Keen on Retirement," and has contributed to Forbes, U.S. News & World Report, Reuters, The Wall Street Journal's Market Watch, Yahoo Finance, and other publications. Bill and his team are based in Overland Park, Kansas, and work with clients throughout the Kansas City area and around the country. To learn more, connect with him on LinkedIn or visit www.keenwealthadvisors.com.
KWMG, LLC dba Keen Wealth Advisors (the "Company") is an SEC registered investment advisor located in Overland Park, Kansas. The Company and its representatives may only transact business in states where they are registered or where they are excluded/exempt or licensed. For registration information, please contact the SEC or the state securities regulator in the state where the Company files notices. A copy of the Company's ADV is available upon request. Advisory services are provided only to clients or prospective clients for whom the Company and its representatives are appropriately licensed or exempted from such licenses. The Company may not provide any advice unless a client service agreement is in place. This information is not intended as investment advice or to be construed as a recommendation or endorsement of any particular investment or investment strategy and is provided for illustrative purposes only. Clients and prospective clients must consider all relevant risk factors involved with each strategy, including costs or expenses, and their own personal financial circumstances before trading.
Bill Keen is a financial advisor
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