Your retirement accounts are more than just savings — they’re a key piece of your tax strategy. In this episode of the Safe Haven Solutions Podcast, Larry Kulvig, founder and CEO of Haven Financial Group, sits down with CPA Lance Larson and co-host Kim to explain how 401(k)s, IRAs, and Roth accounts are taxed, and why timing matters when taking withdrawals.
They also dive into required minimum distributions (RMDs), rollover opportunities, and how to avoid costly mistakes and penalties. Plus, Larry shares how proactive planning can help you transition from saving to spending efficiently — keeping more of your hard-earned money in your pocket.
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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