CalCPA Women to Watch 2019

Kelly Woo, CFP®

Experienced Leader
Co-Founder & Principal of Profectus Financial
Bio, Resume, & Profile
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Letter of Recommendation(s)
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Articles
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Radio
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Year-End Tax Filing for Business Owners

Broadcasted 09/21/2018

 

How to properly maneuver around year-end tax filing for business owners.

Having Conversations About Money

Broadcasted 07/20/2018

 

Having real-life conversations about income, generational planning, and rate-of-return in preparation towards a goal of having a stable retirement.

Money, Investing and Saving for the Future

Broadcasted 06/22/2018

 

How to invest your money and save up for future retirement.

Events
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Television Appearances
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(Please note that the following were recorded in Korean)

Things to Consider Before the End of the Year Specifically for Individuals Holding Retirement Accounts  | 은퇴구좌를 가지고 계신 분들이 연말에 기억하셔야할 상황

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.

How to Manage and Transfer Funds to Reinvest Retirement Assets  | 주식에 투자된 은퇴자금 재분배 방법

Aired on 11/14/2018

Reviewing different ways to manage and transfer retirement assets especially during market volatility

Merging Retirement Accounts | 은퇴자금 통합 방법

Aired on 11/07/2018

Reviewing various options for retirement funds to be rolled over to different institutions and investment options and what to consider when transferring funds into an IRA account or other retirement accounts.

Investing into Life Settlement and Alternative Investments | 대채투자와 생명보험에 투자할때 고려할점 (은퇴 플랜 안에 있는 자금 이용시)

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.

Things to be Aware of When Withdrawing from Retirement Funds | 은퇴 자금 인출시 고려해야 할 점

Aired on 10/24/2018

 

Looking into and limitations and specific considerations to keep in mind when contemplating withdrawals or loans from retirement funds from your 401(k) or through a defined benefit pension plan

Retirement Plan Options for Business Owners with Employees | 회사 은퇴플랜 비교 (직원이 있을 경우)

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.

Comparison of Retirement Plans | 은퇴프랜 비교 (직원이 없을 경우)

Aired on 10/10/2018

Showing how different retirement plans allow a different amount of contributions/tax-deductions for business owners.

Defined Benefit Pension Plan

Aired on 10/03/2018

 

Taking a closer look at how the DB plan can help maximize income tax deductions for business owners and build strong retirement assets.

Profit Sharing

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.

401(k)

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.

SEP IRA

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.

Awards & Recognitions
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