James Conole, Author at Root Financial - Page 7 of 17

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

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Posts by James Conole

Roth Conversion Checklist: 5 Key Factors to Maximize Your Conversion Strategy

Here’s Exactly How Much You Should Convert to Your Roth IRA to fill up the 22% Tax Bracket

Balancing financial planning and personal fulfillment in retirement.

Here’s Why Working One More Year is the Biggest Retirement Decision You’ll Ever Make

Retirement Planning with an Age Gap

3 Critical Retirement Planning Changes When You Have an Age Gap

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