Kelly Woo, CFP®
Co-Founder & Principal of Profectus Financial
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The Korea Times
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(Please note that the following were recorded in Korean)
Aired on 11/28/2018
With the end of the year fast approaching, individuals holding retirement accounts need to keep in mind a few things such as 401(k) limits, required minimum distribution (RMD) amounts and more.
Aired on 10/31/2018
With a surmounting influx of questions on taking retirement funds to invest into life settlement and other alternative investments, there are various options and specifications to be aware of when making investments.
Aired on 10/17/2018
Comparing various retirement plans and the maximum contribution amount allowed, to find out which plan may be most suitable for business owners with employees for a maximum tax-deduction while considering employee cost-efficiency.
Aired on 09/26/2018
Overlooking the benefits and features to utilize the profit-sharing plan as an employee benefit to recruit and retain good employees over a long-term.
Aired on 09/19/2018
Comparing differences between SEP-IRA and 401(k) plans and to see which may be a more suitable option for certain business owners when considering maximum contributions for maximum tax deductions and things to consider when setting up the 401(k) plan.
SEP IRA Investment Option and Setup | SEP IRA 투자 옵션과 Setup 방법
Aired on 09/12/2018
Introducing faster and simpler investment options to contribute to SEP-IRA just before the extended tax due date while simultaneously looking into other insurance and investment options to choose from for SEP-IRA contribution.
Aired on 09/05/2018
Just before filing for the tax return, SEP-IRA Plan can be considered as a last minute tax-deduction option for business-owners while also saving up for their retirement.