Blog - Page 4 of 11 - 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

Study Finds The Net Worth That Makes you Wealthy (And the Major Factor it’s Missing)

Study Finds The Net Worth That Makes You Wealthy (and the Major Factor It’s Missing)

  • Purpose
  • Saving

5 Reasons to Retire as Soon as You Can

  • Purpose
  • Retirement
4 Signs You Should AVOID a Roth Conversion (Save on Taxes!)

4 Signs You Should AVOID a Roth Conversion (Save on Taxes!)

  • Income Planning
  • Retirement
I’m Single with $1M How Much Can I Spend in Retirement?

I’m Single with $1M. How Much Can I Spend in Retirement?

  • Income Planning
  • Retirement
  • Spending
3 Different Ways You Can Crete $10k/mo in Retirement

3 Different Ways You Can Create $10/k/mo in Retirement

  • Income Planning
  • Retirement
How to Retire at 55. 3 Crucial Steps to Optimize Early Retirement

How to Retire at 55. 3 Crucial Steps to Optimize Early Retirement

  • Retirement
These Will Be Your 5 Biggest Regrets at the End of Retirement

These Will be Your 5 Biggest Regrets at the End of Retirement

  • Purpose
  • Retirement
I’m Single with $1.5 Million. How Much Can I Spend in Retirement?

I’m Single with $1.5 Million. How Much Can I Spend in Retirement?

  • Income Planning
  • Retirement
  • Spending
How Much Can I Expect to Spend in Retirement with a $2.5 Million Portfolio?

How Much Can I Expect to Spend in Retirement with a $2.5M Portfolio

  • Income Planning
  • Retirement
  • Spending

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

  • Retirement
  • Taxes

3 Simple Steps to Ensure Your Portfolio Can Support Your Retirement

  • Income Planning
  • Retirement

How to Save $595k In Taxes In Retirement

  • Income Planning
  • Retirement

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.