Retirement Income

Three Unexpected Taxes in Retirement Lions Gate Advisors

Three Unexpected Taxes in Retirement

May 9, 2022
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When we think of major retirement expenses, we often consider housing, healthcare, and that trip of a lifetime we’ve been dreaming about for years. But, we often fail to consider what could potentially be our biggest expense – taxes. Many of your sources of income in retirement are taxable, so don’t overlook these three unexpected […]

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Will You Go Part-Time Before Fully Retiring? Lions Gate Advisors

Will You Go Part-Time Before Fully Retiring?

May 6, 2022
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While many look forward to retirement, it can be a difficult transition when it really comes down to it. Some people don’t know what to do with all of their free time and miss the personal connections that work used to provide. Perhaps that’s why more people are opting to go part-time before fully retiring. […]

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Will Your Savings Last for the Rest of Your Life? Lionsgate Advisors

Will Your Savings Last for the Rest of Your Life?

March 7, 2022
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Once you’ve saved enough for retirement, the question becomes how you’ll make your savings last for the rest of your life. Higher costs make this difficult, and we’ve been seeing higher costs as a result of inflation for some months. It’s important to know how inflation can erode your savings over time and how to […]

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What is a Roth Conversion and Should You Do It? Lionsgate Advisors

What is a Roth Conversion and Should You Do It?

November 10, 2021
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When you think of your major expenses, you might think of housing, healthcare, travel, or something else. But have you considered that taxes could be your biggest expense, even in retirement? There could be ways to reduce your tax burden today and tomorrow, including a Roth IRA conversion. What is Roth IRA vs. a Traditional […]

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Three Eroding Forces on Your Retirement Savings lionsgate advisors

Three Eroding Forces on Your Retirement Savings

September 7, 2021
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Over 60% of Baby Boomers are more afraid of running out of money than of dying, according to a recent survey.[1] Even retirees who have saved a substantial amount for retirement may be worried about outliving their savings, and there may be good reasons for this. The potential for higher taxes, inflation, and healthcare costs […]

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Securities offered through Larson Financial Securities, LLC., member, FINRA/SIPC/MSRB. Advisory Services offered through Larson Financial Group, LLC, a Registered Investment Advisory Firm. Larson Financial Group, LLC. is doing business as LionsGate Advisors.

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