As 2025 winds down, it’s the perfect time to take a closer look at your year-end tax strategy. 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 unpack practical tax planning moves for retirees. They dive into how Social Security is taxed, what to know about 401(k)s, IRAs, and Roth conversions, and how your home sale could impact your tax bill. The team also discusses the difference between tax preparation and proactive tax planning—and why that distinction can make all the difference in retirement. Tune in to learn how smart planning now can help you minimize taxes and maximize confidence heading into the new year.
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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