The Power of Proactive Tax Planning

Tax Law Updates and Planning for Retirement

In this episode of the Safe Haven Solutions Podcast, founder and CEO Larry Kallevig is joined by CPA Lance Larsen to discuss recent tax law changes and what they mean for retirees and those planning for retirement. They break down key provisions of the “One Big Beautiful Bill,” including updated tax brackets, expanded deductions for seniors, estate tax exemption changes, and new savings opportunities for younger generations. The conversation also emphasizes the importance of proactive tax and estate planning to help individuals preserve more of their wealth and create a stronger financial legacy.  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

Understanding Social Security and Tax Planning

In this episode of the Safe Haven Solutions Podcast, founder and CEO Larry Kallevig is joined by CPA Lance Larsen to clear up common misconceptions surrounding Social Security and taxation. They discuss how Social Security benefits are taxed, the impact of retirement income strategies on taxable income, and the importance of making informed decisions about when to claim benefits. The conversation also highlights how proactive planning can help retirees maximize their benefits, avoid unnecessary tax burdens, and create greater flexibility throughout retirement.  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

Tax Strategies for Smarter Retirement Planning

In this episode of the Safe Haven Solutions Podcast, founder and CEO Larry Kallevig is joined by CPA Lance Larsen to break down the tax treatment of retirement savings accounts and the strategies that can help maximize long-term financial efficiency. They discuss the differences between traditional and Roth retirement accounts, how contribution strategies can evolve over time, and why proactive tax planning can provide greater control over retirement income, required minimum distributions, and legacy planning for future generations.  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

The Power of Proactive Tax Planning

In this episode of the Safe Haven Solutions Podcast, founder and CEO Larry Kallevig is joined by CPA Lance Larsen to discuss how thoughtful tax planning can help individuals take greater control of their financial future. They explore the history of income and estate taxes, break down today’s tax brackets, explain the tax treatment of traditional and Roth retirement accounts, and highlight strategies to help minimize taxes in retirement through proactive, forward-thinking planning.  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

Key Insurance Mistakes to Avoid in Retirement

In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Glenn Ramey break down the most common insurance mistakes people make in retirement. They discuss misjudging healthcare costs, missing Medicare deadlines, neglecting life insurance reviews, and overlooking beneficiary updates. The conversation also touches on confusion around annuities and the importance of regularly reviewing coverage, especially prescription drug plans. With a focus on awareness and education, this episode helps listeners avoid costly errors and stay better prepared for retirement. 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