Retirement Tax Strategies Risks and Opportunities
Tax planning in retirement isn't just about filing on time; it's about understanding how every move impacts your bottom line. In this episode of the Safe Haven Solutions Podcast, founder and CEO Larry Kallevig, CPA Lance Larsen, and co-host Kim explore the trade-offs of major financial choices. From the hidden tax costs of relocating to tax-free states to optimizing asset location across taxable, pre-tax, and Roth buckets, they break down actionable strategies—like filled tax brackets and zero-rate capital gains—to help you protect your nest egg and avoid paying Uncle Sam a dime more than…
The skinny
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