James Conole, Author at Root Financial

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

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Posts by James Conole

Grandfather sharing a cupcake with his granddaughter at the kitchen table, symbolizing family moments supported by thoughtful retirement planning.

Maximize Your Roth IRA: When Should You Spend Your Roth Money in Retirement?

  • Retirement
  • Spending

Here’s What Happens When You Draw Down Your 401k To Increase Social Security (Surprising)

  • Income Planning
  • Retirement

How Much Can I Spend if I Retire at 60 with $2M?

  • Purpose
  • Retirement
  • Spending

Retirement Revolution: The Paradigm Shift That’s Changing Everything

  • Purpose
  • Retirement

The 3 Biggest Tax Mistakes I See Retirees Make

  • Retirement
  • Taxes

How Will Your Spending Change Throughout Retirement

  • Retirement
  • Spending

Here’s Why So Many People Regret Retiring at 65

  • Purpose
  • Retirement

Here’s How to Pay Zero Taxes on a $100k Retirement Income (Easier Than You Think)

  • Income Planning
  • Retirement
  • Taxes

Roth Conversions: When Will You Actually Break Even?

  • Retirement
  • Taxes
Retiring before social security? Read this.

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

  • Retirement

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

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