Taxes and Roth Conversions 2026: 5 Strategies to Minimize Taxes in Retirement

from A Smarter Way To Retire with Tony Leonardi, CFP® · host Anthony Leonardi

Early April 2026 webinar recap: Tony Leonardi, CFP® shares 5powerful tax strategies — asset location, tax-efficient withdrawals, QCDs, Roth conversions, and tax-loss harvesting — to help you lower your tax bill and protect your legacy. Free Roth IRA Conversion Playbook 2026 Edition:leonardifamilywealthcare.com/roth-ira-conversion-playbook Free model build:calendly.com/anthony-leonardi-leonardifwc/15-minute-check-in-quick-questions-quick-answers Because there IS a Smarter Way to Retire. #TaxEfficientRetirement #RothConversions#RetirementIncomePlanning #QCDs #WealthPreservation #ConfidentRetirement

Episode metadata supplied by the publisher feed · Published Apr 7, 2026

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Taxes and Roth Conversions 2026: 5 Strategies to Minimize Taxes in Retirement

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This episode is 44 minutes long.

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This episode was published on April 7, 2026.

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