Blog - Page 2 of 13 - Root Financial

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

Free Video Lesson

Close
Hosted by James Conole, CFP©

Ready for Retirement

Weekly videos, podcasts, and articles to keep you up-to-date on all the best tips and strategies to create a retirement that excites you.

Submit a question

How Much Will I Pay in Taxes in Retirement? Complete Guide to Retirement Taxes

  • Income Planning
  • Retirement
  • Taxes

Here’s the # 1 Trap That Will Ruin Your Retirement

  • Retirement

Here’s How to Pay $0 Taxes on $100k Retirement Income

  • Retirement
  • Taxes

Topics

Retiring before social security? Read this.

Retiring Before You Start Social Security? Make This Crucial Portfolio Adjustment

  • Retirement

The Fear of the Unknown—Foolish? Or Innate?

  • Investing

How Much Can I Spend in Retirement with a $2M Portfolio

  • Retirement
  • Spending

The Roth Conversion Mistake that Could DOUBLE (or more!) Your Medicare Costs

  • Retirement

The 2025 Sauna Investment Conference

  • Investing

I’m Single and 5 Years Out From Retirement. What Should I be Doing? (5 Specific Steps)

  • Retirement

Exactly How Much Should You Save for Retirement

  • Retirement
  • Saving

The Siren Song: Opining on Concentration vs. Diversification

  • Investing

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

  • Retirement
  • Taxes

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

  • Retirement
  • Taxes
Balancing financial planning and personal fulfillment in retirement.

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

  • Purpose
  • Retirement

What if Social Security Gets Cut? 3 Things All Retirees Should Do Now

  • Income Planning
  • Retirement
  • Saving

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

We'd love to meet you.

Schedule a call

You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns.

Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.

Copyright © 2025 Root Financial Partners. All rights reserved.