Anthony Lishka

ChFC®
Retirement, Investing, Lifestage Based Planning
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“Anthony Lishka is the Co-Owner of Lishka Financial trademark, a full-service independent financial advising firm, based in Portland, Oregon and currently manages $65M. Anthony advises clients as a trusted charted financial consultant.”
Firm:

Lishka Financial™

Job Title:

Co-Owner

Biography:

Anthony Lishka is the Co-Owner of Lishka Financial trademark, a full-service independent financial advising firm, based in Portland, Oregon. Lishka Financial are committed to helping people pursue their financial goals by offering a wide range of financial products and services to individuals and business owners.

A believer in continuing professional development, Anthony earned his Chartered Financial Consultant (ChFC ®) designation from the American College of Financial Services. Anthony recognizes the challenges investors face when planning their retirement, college and estate strategies. His financial consulting process is committed to maintain the highest standards of integrity and professionalism when helping clients achieve their goals.

Anthony lives in Molalla, Oregon. When not in the office, you can often find him coaching youth soccer in and around the local Portland community. He also recharges with family camping and fishing trips. Anthony is a proud Portland Timbers fan, and spends many a weekend afternoon cheering on his team at Providence Park.

Education:

AS, Business Administration and Management, Clackamas Community College

Assets Under Management:

$65 million

Fee Structure:

Fixed
Commission

CRD Number:

5767664

Insurance License:

#7905836

Disclaimer:

Crown Capital Securities, L.P. ("Crown") and its affiliated companies are concerned about your privacy and are committed to maintaining the trust and confidence of our customers. In order for us to provide you with high quality products and services, we must collect personal information about you. We believe you should know about the information we collect, the safeguards we have in place to protect it, and the situations in which we might share information with select business partners.

The following describes our Privacy Policy. Please review this information and feel free to contact us with any questions. The kinds of non-public personal information we collect about you:

Information from you on account applications and other forms, such as name, address, social security number, assets, types and amounts of investments, transactions and income; Information about your transactions with us, our affiliates, or with others, such as account activity, payment history, and products and services purchased; Information received from consumer reporting agencies, such as credit relationship and credit history; Information from other individuals, businesses and agencies, such as demographic, and/or medical information. Information that we may disclose to non-affiliated third parties: We do not sell or disclose your non-public personal information to non-affiliated marketing companies; We may disclose all of the information we collect, as described above, to companies that perform marketing or other services on our behalf, or to other financial institutions with whom we have joint marketing agreements. All of these companies are contractually obligated to keep the information that we provide to them confidential and use the information only for the services required and as allowed by applicable law or regulation, and are not permitted to share or use the information for any other purpose. We may disclose information about you to third parties, when it is necessary, in order to effect, administer, or enforce a transaction that you request or authorize, or to conduct our operations on your behalf. We may be required by law or regulation to disclose information to third parties. Examples include, in response to a subpoena, to prevent fraud, or to comply with rules of, or inquiries from, industry regulators. Safeguards to protect the confidentiality and security of your non-public personal information: We have implemented physical, electronic, and procedural safeguards to ensure that access to customer information is limited to employees, registered representatives and agents who may need access to it to do their jobs. They are required to respect the confidentiality of all customer information. If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.                                                                                                         

We reserve the right to change this policy at any time and you will be notified if any changes occur.

If you have any questions regarding this Privacy Policy, or would like to "Opt Out" of Crown sharing your non-public information with non-affiliated companies other than the circumstances listed above, should our policy change, please contact us by writing to Compliance - Privacy Policy, Crown Capital Securities, L.P., 725 Town & Country Rd., Suite 530, Orange, CA 92868

This Privacy Policy applies to customers of the following affiliated companies: Crown Capital Securities, L.P.Crown Capital Insurance Agency, LLC.CCIA Insurance Agency of Oregon, LLC.CCIA Insurance Agency of Washington, LLC.CCIA Insurance Agency of IdahoCCIA Insurance Agency of ArizonaCCIA Insurance Agency of NevedaCCIA Insurance Agency of Washington D.C.CCIA Insurance Agency of Texas

 

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    401(k), Real Estate
Can I use my 401k to help with the transition costs of a new home purchase?
100% of people found this answer helpful

Yes, you are able to take a limited amount of funds from your 401k to purchase a house if your plan allows it.

With the new plan, you can roll the whole amount or partial amount into a Roth IRA by doing a direct transfer. I suggest not rolling the transaction amount into a Roth IRA. When you roll your 401k portion to a Roth IRA, you will be liable for taxes because Roth IRA’s are after-tax contribution accounts. Then, when you cash out the Roth IR to pay the transaction costs for the house there could be additional costs involved.

If you only have a 401k, there are two possible ways to take this distribution. A 401k loan or a hardship withdrawal.

The best possible option is to take a loan from your 401(k). It’s a non-taxable event as long as you are still employed and you can pay yourself back plus interest. You are eligible to take a loan amount equal to the lesser of half your account value or $50,000. Before taking a loan, talk to the plan administrator or plan advisor to see what it will the amount you can take out and if you can afford the payments. The maximum loan term is 5 years. But, if you leave the company within the 5 years, the remaining loan amount will convert into a distribution and be a taxable event.

The worst possible option for funding your purchase is taking a distribution under the IRS’s hardship rules. Your company’s retirement plan would need to allow hardship distributions for this to be possible. The plan might require you to first take a loan before taking a hardship distribution. This distribution would be a taxable event. If you are under the age of 59 ½, there will be an additional 10% tax on the amount distributed.

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