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In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kyle Thomas, CFP®, explore practical steps to strengthen your retirement plan this year. They discuss the importance of starting early with retirement accounts, taking advantage of employer matches, catch-up contributions, and options for self-employed individuals. The conversation also covers avoiding penalties, understanding timelines like required minimum distributions, and the value of transparent, cost-conscious planning.
Connect with Haven Financial Group on all platforms!
By Haven Financial GroupIn this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kyle Thomas, CFP®, explore practical steps to strengthen your retirement plan this year. They discuss the importance of starting early with retirement accounts, taking advantage of employer matches, catch-up contributions, and options for self-employed individuals. The conversation also covers avoiding penalties, understanding timelines like required minimum distributions, and the value of transparent, cost-conscious planning.
Connect with Haven Financial Group on all platforms!