James Conole, Author at Root Financial

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

Free Video Lesson

Close

Posts by James Conole

How to Reduce Sequence of Return Risk: 2 Essential Strategies for Early Retirement

How to Reduce Sequence of Return Risk: 2 Essential Strategies for Early Retirement

  • Income Planning
  • Retirement
  • Taxes
I have $2.3M in IRAs. How Do I Minimize Taxes in Retirement?

I have $2.3M in IRAs. How Do I Minimize Taxes in Retirement?

  • Retirement
  • Taxes
5 Dangerous Rules of Thumb to Rely on in Retirement

5 Dangerous Rules of Thumb to Rely on in Retirement

  • Income Planning
  • Retirement
The 5 Biggest Risks to Your Retirement and How to Insure Against Them

The 5 Biggest Risks to Your Retirement and How to Ensure Against Them

  • Income Planning
  • Retirement
How Much Can I Expect To Spend In Retirement with a $2.2 Million Portfolio?

How Much Can I Expect To Spend In Retirement with a $2.2 Million Portfolio?

  • Retirement
  • Saving
  • Spending
5 Simple Ways to Increase Your Social Security Spousal Benefits

5 Simple Ways to Increase Your Social Security Spousal Benefits

  • Income Planning
  • Retirement
5 Financial Goals to Hit by Age 60

5 Financial Goals to Hit by Age 60

  • Income Planning
  • Retirement

3 Simple Ways to Minimize Taxes in Retirement

  • Retirement
  • Taxes
Here’s When to Stop Saving and Start Spending

Here’s When to Stop Saving and Start Spending

  • Retirement
  • Saving
  • Spending
Mistakes Your Financial Advisor Is Making with Your Portfolio

Mistakes Your Financial Advisor Is Making with Your Portfolio

  • Investing
  • Retirement
STOP! This Mistake Will Cost You Your Health Insurance Subsidy in Retirement!

STOP! This Mistake Will Cost You Your Health Insurance Subsidy in Retirement!

  • Retirement
3 Mistakes Retirees Make Implementing the 4% Rule

3 Mistakes Retirees Make Implementing the 4% Rule

  • Retirement

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 © 2024 Root Financial Partners. All rights reserved.