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Retirement Tax Strategies That Help Your Money Last Longer

Roth Conversions, RMD Planning & Retirement Income Strategy In retirement, taxes can have a greater long-term impact on your financial plan than market volatility. This educational webinar explores how retirement tax planning, Roth conversions, and required minimum distributions (RMDs) influence income flexibility, tax efficiency, and long-term wealth preservation. In this session, we discuss: • How retirement income changes after paychecks stop • Required Minimum Distributions (RMDs) at age 73 or 75 • When Roth conversions may make sense — and when they may not • How tax timing affects Medicare premiums and long-term income planning • A real-world retirement planning example illustrating multi-year tax strategy Rather than focusing on tax rules alone, this conversation emphasizes coordination, sequencing, and long-term context. Roth conversions are not inherently good or bad — they are tactical tools. Their value depends on your income, timing, future distribution exposure, and broader planning goals. Helpful resources mentioned in this webinar: • 2026 Financial Reset Checklist • Important Planning Numbers for 2026 • Roth Conversion Decision Flowchart If you would like to discuss your retirement tax planning strategy, we are happy to connect. Kelly L. Olczak, CFP® Managing Partner kelly@lynnleighco.com (585) 623-5982 LynnLeigh & Company, LLC A Registered Investment Adviser Pittsford, NY