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The Retirement Tax Playbook: How to Stay in Control at Every Stage

  • LynnLeigh & Company, LLC 1160a Pittsford Victor Road Pittsford, NY, 14534 United States (map)

Taxes in retirement don’t always behave the way people expect.

And in many cases, it’s not obvious where the real costs come from.

In this live webinar, Kelly L. Olczak, CFP®, Managing Partner at LynnLeigh & Company, walks through how retirement income is actually taxed — with clarity, context, and real-world examples.

Watch Replay
March 2026 Live Webinar

Rather than focusing on tax brackets alone, this session explores how different income sources interact, and why small decisions around timing and sequencing can have a much larger impact than anticipated.

You’ll Learn:

  • Why retirement income becomes more complex once paychecks stop

  • How Social Security taxation can create unexpected outcomes

  • What Medicare IRMAA surcharges are — and how they’re triggered

  • Why the timing and order of withdrawals can influence your overall tax picture

  1. How planning strategies may need to evolve across different stages of retirement

This is not a technical deep dive. It’s a practical conversation about how the pieces fit together — and how to think about them more clearly.

Helpful Resources Included

Participants will receive access to:

These resources are designed to help you better understand your situation — not overwhelm you with complexity.

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February 26

Retirement Tax Strategies That Help Your Money Last Longer