In this episode of the Safe Haven Solutions Podcast, founder and CEO Larry Kallevig, co-host Kim, and in-house CPA Lance Larsen discuss the importance of building a tax-efficient retirement plan. They cover strategies for managing retirement account withdrawals, reducing future tax burdens through Roth conversions, and understanding how Social Security and required minimum distributions can impact your overall tax picture. The episode also explains why year-round tax planning can make a meaningful difference in retirement. 

Connect with Haven Financial Group on all platforms!