In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim are joined by CPA Lance Larsen to break down how 401(k)s and IRAs are taxed in retirement. They explain the difference between traditional and Roth accounts, the long-term impact of tax-deferred growth, and how large withdrawals can trigger higher tax brackets, Social Security taxation, and increased Medicare premiums. The conversation also covers required minimum distributions (RMDs), changing age thresholds, and why proactive tax planning is essential to avoid costly mistakes. As always, the team emphasizes the importance of having a trusted partner to help navigate ongoing tax law changes and build a retirement income strategy that works efficiently and confidently.

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