Blog - Root Financial

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

Free Video Lesson

Close

Featured

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

Balancing financial planning and personal fulfillment in retirement.

Topics

The Real Reason Most People Struggle in Retirement

The Real Reason Most People Struggle in Retirement (It’s Not Money)

5 social security secrets every 60-year-old needs to know

Top 5 Social Security Secrets Every 60-Year-Old Needs to Know

how to avoid the widow’s tax with three strategies that protect your loved one and reduce long-term taxes.

How to Avoid the Widow’s Tax (Before It’s Too Late)

They Gave Up the ‘Traditional’ Retirement to Live the Life They Always Wanted

See how we can help you live your best life in retirement.

We'd love to meet you.

Schedule a call

Root Financial Partners, LLC (“Root”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. The content on this website is for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Advisory services are offered only through a written agreement with Root Financial Partners, LLC.

All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results.

Client testimonials and endorsements reflect individual experiences and may not be representative of all clients. No compensation was provided unless otherwise disclosed.

Root may provide guidance on financial planning concepts, but does not offer legal or tax advice. Clients should consult their own legal or tax professionals for advice specific to their situation.

Copyright © 2025 Root Financial Partners. All rights reserved.