Thinking about downsizing or selling your home in retirement? Before you do, make sure you understand the tax implications. In this episode of the Safe Haven Solutions Podcast, Larry Kulvig, founder and CEO of Haven Financial Group, is joined by CPA Lance Larson and co-host Kim to break down how home sales are taxed — and how to avoid unnecessary surprises.
They explain how the primary residence exclusion works, what counts as capital gains, and how improvements and selling costs can reduce your tax bill. You’ll also learn about rental property sales, 1031 exchanges, and the right steps to take if you’re planning a move or a downsize.
Connect with Haven Financial Group on all platforms! havenfinancialgroup.com facebook.com/havenfinancialgroup linkedin.com/company/haven-financial-group-mn instagram.com/haven_financial_group
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