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Tax Strategies

Can You Turn Investment Losses into Tax Gains? Lionsgate Advisors

November 7, 2022

Can You Turn Investment Losses into Tax Gains?

When markets take a spill, especially when it comes to your retirement investments, it’s harder to

Investing,  Stock Market,  Tax Strategies

What Is a QCD and How Does It Work? Lionsgate Advisors

August 12, 2022

What Is a QCD and How Does It Work?

You might expect your tax burden to decrease in retirement – after all, you’re no longer receiving a

Financial Planning,  Tax Strategies

Will You Have Tax-Advantaged Buckets in Retirement? LionsGate Advisors

June 6, 2022

Will You Have Tax-Advantaged Buckets in Retirement?

You’ll likely have several sources of income in retirement that can be taxed, such as IRA

Retirement Income,  Tax Strategies

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

November 10, 2021

What is a Roth Conversion and Should You Do It?

When you think of your major expenses, you might think of housing, healthcare, travel, or something

Retirement Income,  Tax Strategies

Should You Pay Taxes Now or Later? Lionsgate Advisors

September 27, 2021

Should You Pay Taxes Now or Later?

No one can fully escape taxes, but you do have some say in when you pay them. Different types of

Retirement Planning,  Tax Strategies,  Taxes & Tax Planning

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