Taxes & Tax Planning

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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3 Important Tax Questions to Answer This Year Lionsgate Advisors

3 Important Tax Questions to Answer This Year

April 4, 2022
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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 […]

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Estimating Your Tax Burden in Retirement Lionsgate Advisors

Estimating Your Tax Burden in Retirement

March 31, 2022
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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 […]

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Don’t Procrastinate During Tax Time Lionsgate Advisors

Don’t Procrastinate During Tax Time

March 18, 2022
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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 […]

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Three Birthday Milestones That Could Change Your Tax Situation Lionsgate Advisors

Three Birthday Milestones That Could Change Your Tax Situation

March 14, 2022
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When we think of milestone birthdays, we often think of ones that are already behind us – like 18 and 30. But there are plenty of important birthdays ahead of you, especially as you near and enter retirement. Starting at age 50, several birthdays are critical to acknowledge because they can have implications for your […]

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