Tax Minimization Strategies
In this special tax-season episode of the Safe Haven Solutions Podcast, Larry and Kim pull Lance Larson, CPA, away from his desk to discuss how to keep more of your hard-earned money out of Uncle Sam’s pockets. Lance breaks down the concept of "forced income"—like pensions and Social Security—and explains the "perfect tax scenario" where you can collect Social Security and pull from Roth accounts without giving a single cent to the government. The team also tackles the age-old question: Is moving to a state like Florida or Arizona actually a winning tax strategy, or do tolls and hidden fees…
The skinny
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