Justin Lindahl, RICP, CLTC - Lindahl Financial Group

10/26/2026

Recent changes to required minimum distribution (RMD) rules may create new opportunities for retirement planning. Understanding when distributions begin and how these rules apply to your situation can play an important role in your retirement income strategy.

If you'd like to review how these changes could affect your retirement income plan and tax strategy, I'd be happy to help.

10/23/2026

Where your retirement savings are held can influence how your income is taxed in retirement. Different account types can provide different tax treatment and may create opportunities for greater flexibility over time.

Coordinating withdrawals across accounts may help support a more efficient retirement income strategy. Let's discuss whether your assets are positioned to support your long-term goals.

10/21/2026

A Roth conversion may create additional flexibility in retirement, but timing matters. Recent tax changes have prompted many individuals to take a fresh look at how Roth conversion strategies fit within their broader financial picture.

Every situation is different. If you're interested in exploring whether a Roth conversion strategy may benefit you, let's talk about the opportunities and considerations involved.

10/19/2026

If you’re caring for a loved one with a disability, an ABLE account can help them build financial independence—without jeopardizing important federal benefits. Want to know more? Review this information and reach out to me today.
https://nyl.co/4ysD3Zu

10/16/2026

Four generations of family memories are legally invisible to Medicaid, and the moment a grandparent enters a nursing home, that beloved cabin can trigger a financial reckoning most families never saw coming.

10/14/2026

Required minimum distributions (RMDs) generally increase as we age, which means retirement withdrawals and tax obligations may change over time. Planning ahead can help reduce surprises and create greater flexibility later in retirement.

If you'd like to better understand how future RMDs may affect your retirement income strategy, let's connect.

10/12/2026

We're proud to be named to Barron's 100 Best Annuities list for 2026.

At New York Life, we're committed to making annuities easier to understand and easier to use, helping you navigate retirement with greater confidence. We're honored by this recognition and remain dedicated to providing solutions designed to help you build a secure financial future and protect what matters most.

Read Barron’s article: https://bit.ly/4hKTGKK

New York Life Annuities is honored to be named to Barron's 100 Best Annuities list for 2026. This recognition reflects our ongoing commitment to helping financial professionals make retirement planning easier for their clients through solutions, tools, and support designed to bring greater clarity a...

10/09/2026

Market declines are never easy, but they can be particularly impactful early in retirement when withdrawals begin. This is often referred to as sequence of returns risk and can affect how long retirement assets last.

Let's talk about ways to help position your retirement strategy for both opportunities and challenges that market exposure may present.

10/07/2026

Is it time to add more federal income tax brackets? A new analysis says yes.

10/05/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!