A Planning Conversation — Not Just a Tax Update
Recent tax changes have created new planning considerations — and new opportunities.
But headlines rarely explain what actually matters.
In this live webinar, Kelly L. Olczak, CFP®, Managing Partner at LynnLeigh & Company, will walk through the practical implications of today’s tax landscape — with clarity, context, and real-world application.
Rather than focusing on rules alone, this session explores how thoughtful tax timing and income sequencing can influence long-term retirement flexibility.
You’ll Learn:
Why retirement income becomes less predictable once paychecks stop
How Required Minimum Distributions (RMDs) at age 73 or 75 affect long-term planning
When Roth conversions may make sense — and when they may not
How tax decisions influence Medicare premiums and future income flexibility
A real-life planning example showing how multi-year coordination can improve outcomes
This is not a “quick tips” presentation. It’s a strategic conversation about making decisions in the right order.
Who Should Attend?
This webinar is ideal for:
Individuals approaching retirement
Recently retired households
Those evaluating Roth conversion strategies
Anyone seeking greater clarity around retirement tax decisions
Helpful Resources Included
Participants will receive access to:
These tools are designed to support thoughtful decision-making — not create urgency.
What Our Clients are Reading
