In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Founder and CEO of Haven Financial Group, is joined by Haven CPA Lance Larsen to discuss key retirement planning pillars for 2026. The conversation covers strategic gifting and the upcoming tax cliff, estate and inheritance considerations like the 10-year IRA rule, and ways families can reduce future tax burdens through proactive planning. They also highlight the importance of understanding your assets, planning with intention early in the year, and looking beyond investments to create a more tax-efficient and stress-free retirement.
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