Timothy Lally, Registered Representative with Nylife Securities, LLC

10/30/2026

People are living longer and as a result, retirement lasts longer. That means retirement planning is about creating an income strategy designed to support a longer time horizon.

If you'd like to revisit your retirement plans and discuss how a longer retirement may affect your goals, let's connect.

10/28/2026

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for income. Understanding these dynamics may help support more informed decisions over time.

If you'd like to discuss how taxes could affect your retirement income strategy, let’s schedule some time to talk.

10/26/2026

These common financial traps can potentially drain your budget and erode your wealth-building capabilities.

These common financial traps will drain your budget and erode your wealth-building capabilities.

10/22/2026

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.

10/20/2026

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.

10/16/2026

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.

10/14/2026

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.

10/12/2026

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.

10/01/2026

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...

09/24/2026

Join us to find out how you can give a child you love the gift of a strong financial foundation.
Date: Tuesday, September 29, 2026
Time: 6:30 pm
Location: Virtual
Registration Code: https://bit.ly/nylchildgift2
RSVP: On or before September 28th