About Anna Lui

Anna is responsible for managing external firm communications and supporting growth initiatives. She has completed the six classes that comprise the CFP® professional education program through the College for Financial Planning. Learn more about Anna.

Collecting Collectibles? Consider this.

When you think of collectibles, the first things that may come to mind are your baseball card collection, the Persian rug in your living room, or the 1967 Ford Mustang in the garage. While these items may have sentimental value, they may also have monetary value.

2021-05-28T15:46:29+00:00Good to Know|

To Roth or Not to Roth

A Roth conversion is simply the process of taking a pre-tax IRA (that grows tax-deferred until withdrawn) and converting it into a Roth IRA, paying the taxes now, and allowing it to grow tax-free until withdrawn.  Roth conversions are generally good for people that pay at lower tax rates today than they anticipate paying in the future.

2021-05-26T23:16:52+00:00Good to Know|
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