Tax Strategies

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

What Is a QCD and How Does It Work?

August 12, 2022
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You might expect your tax burden to decrease in retirement – after all, you’re no longer receiving a paycheck that incurs income tax, payroll tax, and Medicare tax. However, your income in retirement could be significant between investment income, rental properties, pensions, Social Security, and retirement account withdrawals. Then starting at age 72, you will […]

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

Will You Have Tax-Advantaged Buckets in Retirement?

June 6, 2022
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You’ll likely have several sources of income in retirement that can be taxed, such as IRA distributions and Social Security benefits. But, do you have any after-tax “buckets” that you can use strategically in retirement to help reduce your tax bill? There may be a few options available to you, so know how they work. […]

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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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Should You Pay Taxes Now or Later? Lionsgate Advisors

Should You Pay Taxes Now or Later?

September 27, 2021
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No one can fully escape taxes, but you do have some say in when you pay them. Different types of retirement income are taxed at different times. Orchestrating these sources in retirement can take some work, as the rules for each differ. Under the umbrella of tax-advantaged income sources, there are those that require taxes […]

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How a Financial Advisor Can Help You Pursue Tax-Smart Strategies

August 9, 2021
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They say there’s no such thing as a free lunch, but what about a tax-deductible lunch? While many of your income sources can be taxed, there are strategies to help minimize your overall tax burden before and in retirement. An advantage of going to one professional for all of your financial planning needs is that […]

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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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