Safe Haven $olutions

Navigating 401(k)s & IRAs


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Not all retirement accounts are created equal when it comes to taxes. In this episode of the Safe Haven Solutions Podcast, founder and CEO Larry Kallevig, CPA Lance Larsen, and co-host Kim explore how to strategically draw from traditional and Roth accounts to minimize your tax bill. From utilizing the standard deduction and balancing traditional vs. Roth 401(k)s to avoiding common tax pitfalls and planning far beyond the basic "drop-off" tax prep, they highlight the essential steps to keep more money in your pocket throughout retirement. 

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Safe Haven $olutionsBy Haven Financial Group