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
Popular Podcasts
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.