Live Oak Investors

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Estate Planning, Probate, & Living Trusts, Financial Services, Investment Advisory Service

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(210) 267-2516Call Visit WebsiteVisit Website Map & DirectionsDirections1149 E Commerce StSan Antonio, TX 78205 Write a ReviewWrite Review

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Mon - Sun:	Open 24 Hours

Places Near San Antonio with Estate Planning, Probate, & Living Trusts

Camp Bullis (1 miles)
Culebra (1 miles)
Lackland A F B (14 miles)

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Payment method: amex, debit, diners club, discover, master card, visa
Neighborhoods: St. Paul Square, East Side, Downtown San Antonio
Other Link: http://liveoakinvestors.com
Categories: Estate Planning, Probate, & Living Trusts, Financial Services, Investment Advisory Service, Investments

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Phone: (210) 267-2516

Address: 1149 E Commerce St, San Antonio, TX 78205

Website: http://liveoakinvestors.com

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Live Oak Investors

Charitable Giving
Tax Deduction: A tax deduction reduces tax liability by the percentage of the marginal tax bracket for the taxpayer. For example, a $1,000 tax deduction for a taxpayer in the 25% marginal tax bracket saves only $250 in tax (0.25 x $1,000). Allowable deductions include charitable contributions, state and local taxes, and some interest expense.
Estate Taxes
Roth IRA
Individual Retirement Account (IRA): An IRA is a tax-deferred retirement savings account that allows individuals to contribute a limited amount per year. A traditional IRA may allow individuals, depending on their incomes and participation in employer-sponsored retirement plans, to deduct part or all of their contributions on their tax returns. Withdrawals made after age 591/2 are taxed at the current tax rate. In contrast, Roth IRAs allow individuals to withdraw earnings tax free, provided they have owned the account for five years and are at least age 591/2. Contributions are made with after-tax dollars.
Tax Deductions
Income Tax
401(k) Loan: A 401(k) loan is taken from a 401(k) retirement account. Certain plans allow an individual to withdraw a percentage of an account balance, with set minimum and maximum amounts allows. The loan is generally paid back, with interest, through payroll deductions. If an individual leaves an employer with an outstanding loan, the full amount of the loan is generally due. If the individual fails to repay the loan, it is considered a distribution, and ordinary income taxes are due. In addition, an early withdrawal tax penalty may apply for individuals under the age of 591/2.
Capital Gains Taxes
Capital Gains Tax: This tax is levied on profits from the sale of securities or other assets, such as land, buildings, equipment, and furniture.

Investment Management
References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
Mutual Funds
Aggressive Growth Fund: This mutual fund has the objective of maximizing long-term capital growth, rather than dividend income, by investing in narrow market segments and small company stocks. Aggressive growth funds are designed for maximum capital appreciation and generally invest in companies with high growth rates.
Bonds
Wealth Management
As President and CEO of Live Oak Investors, Jason had a vision of creating a Wealth Management Group which could offer something more than just the standard planning and investment packages. With more than 25 years of experience in both the Insurance and Financial Services industry, Jason has assisted thousands of individuals, as well as families and businesses, the ability to pursue success in their financial futures.
Money Market Funds
Safety bucket: This bucket is set up to cover a period of about three years and focuses on relatively stable investments, such as short- to intermediate-term bonds, CDs, money market funds, bond ladders and cash. This portfolio is designed to cover your needs and avoid tapping into the next two buckets when markets are down, since the average bear market historically lasts less than three years.

Accounting Services

Financial Planning
One of the innovative tools we use to help you understand your finances and money, is Money Guide PRO. A sophisticated Financial Planning software that gives you a single access point to securely view all of your financial accounts and insurance coverage.
Retirement Planning
Active-Participant Status: This term applies to a person, or his or her spouse, who participates in an employer-sponsored retirement plan. The plans that qualify include the following: 1) a qualified pension, stock bonus, or profit sharing plan; 2) a qualified annuity plan; 3) a tax-sheltered annuity (TSA) plan; 4) a simplified employee pension plan (SEP); or 5) a local, state, county, or federally sponsored retirement plan.
Annuities
Annuity: This long-term contract sold by life insurance companies guarantees payments (based on the claims-paying ability of the issuing insurer), fixed or variable, to the purchaser at regular intervals. Fixed annuities offer consistent, predictable returns, whereas variable annuities provide fluctuating returns based on the performance of an investment portfolio. Payments are usually scheduled to begin at a future time, such as retirement, but in certain cases, payment may begin immediately. Some annuities provide tax-deferred earnings, often as part of retirement plans.
Long Term Care
Long-Term Care Insurance: Long-term care insurance covers the cost of long-term health care expenses, such as nursing home care, in-home assistance, assisted living, or adult day care.
Asset Management
Asset Allocation: This process divides investments among different asset classes, such as stocks, bonds, and cash. The goal of asset allocation is to reduce portfolio risk through diversification.
Living Trusts
Living Trust: Also called an inter vivos trust, a living trust is established by a living person and allows that person to control the assets he or she contributes to the trust.
College Funding
Thomas’s extensive experience encompasses asset management, retirement planning, retirement consolidation, insurance planning, college planning, and 401(K) strategies, ensuring comprehensive guidance for his clients’ diverse financial needs.
Reverse Mortgages
Reverse Mortgage: This type of loan is used to turn home equity into cash. The lender makes regular tax-free payments to the homeowner (borrower), which are usually used to fund retirement needs.

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