In this episode of the Haven Financial Group Radio Show, Larry Kallevig, Kim Carrigan, and CPA Lance Larsen focus on how investment decisions can impact your taxes in retirement. They explain the difference between qualified and non qualified accounts, how capital gain distributions can create unexpected tax bills, and why timing and control over investments matter. The conversation also highlights portfolio rebalancing, Roth conversion opportunities, and the importance of proactive planning to create a more tax efficient retirement strategy.

Connect with Haven Financial Group on all platforms!