In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim are joined by CPA Lance Larsen to break down key tax updates from the “Big Beautiful Bill.” They discuss the new enhanced senior deduction, income phase-outs, and how Social Security is taxed under current rules.The team also highlights why tax planning shouldn’t stop after April 15th and how the 2028 sunset provisions create a limited window for proactive retirement tax strategies.

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