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Tax Strategies

4 Tips for Proper Tax Filing LionsGate Advisors

February 3, 2023

4 Tips for Proper Tax Filing

With the new year in full swing, tax season is just around the corner. Filing federal income taxes

Tax Strategies,  Taxes & Tax Planning

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

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