Taxes & Tax Planning

3 Strikes to Avoid When Tax Planning LionsGate Advisors

3 Strikes to Avoid When Tax Planning

August 28, 2022
Posted in

Taxes are among the most common concern for people in retirement. You might be wondering how to start thinking about your tax strategy so you aren’t taxed more than you need to be. These three mistakes can help start the conversation about what a comprehensive tax strategy might look like for you. Taking Too Much […]

Read More
Three Unexpected Taxes in Retirement Lions Gate Advisors

Three Unexpected Taxes in Retirement

May 9, 2022
Posted in , ,

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 […]

Read More
3 Important Tax Questions to Answer This Year Lionsgate Advisors

3 Important Tax Questions to Answer This Year

April 4, 2022
Posted in

As we approach Tax Day, you may be gathering your important documents and preparing to file or file for an extension. Once you have everything sorted out, it’s important to consider how your tax situation could change as you near and enter retirement. Here are three important tax questions to answer this year. Why May […]

Read More
Estimating Your Tax Burden in Retirement Lionsgate Advisors

Estimating Your Tax Burden in Retirement

March 31, 2022
Posted in

Taxes could be one of your biggest expenses in retirement. But once you have an estimate for your tax burden in retirement, you can consider ways to minimize it. The first step towards creating a tax minimization strategy in retirement is looking at how your different sources of income will be taxed. Pensions If you […]

Read More
Don’t Procrastinate During Tax Time Lionsgate Advisors

Don’t Procrastinate During Tax Time

March 18, 2022
Posted in

Tax Day is April 18th, not the 15th, due to Washington D.C.’s Emancipation Day holiday, so you have a few more days to file your taxes or file for an extension this year than you might have expected. But the 18th will be here before you know it, so don’t procrastinate during tax time this […]

Read More

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact LionsGate Advisors at (314) 222-2788 or email

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.

Privacy Policy | Terms of Use | Powered by: