Many retirees assume they’ll pay less in taxes once they stop working—but that’s not always the case. In this episode of the Safe Haven Solutions Podcast, Larry Kulvig and CPA Lance Larson break down smart tax strategies designed to help you keep more of your retirement income.
They discuss pensions, IRA withdrawals, Roth conversions, and charitable giving strategies like Qualified Charitable Distributions (QCDs). Plus, they cover how tax brackets, Medicare surcharges (IRMAA), and state tax differences can all impact your bottom line.
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