Retirement Archives - Page 2 of 11 - Root Financial

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

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LIVE – $5M+ Early Retirement Case Study: How Much Is Enough to Truly Enjoy Life? External Link Icon

Retiring before social security? Read this.

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

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

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LIVE – Retire Earlier, Live Better: Psychology, Purpose & Real Planning Advice External Link Icon

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

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

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