Blog - 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

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
Retirement Regrets: 5 Retirement Purchases You’ll Wish You Didn’t Make

Retirement Regrets: 5 Retirement Purchases You’ll Wish You Didn’t Make

  • Income Planning
  • Saving
  • Spending
How Much Do I Need to Spend $10k/month in Retirement?

How Much Do I Need to Spend $10k/month in Retirement?

  • Income Planning
  • Saving
  • Spending

This Simple Budgeting Trick Changed Everything For Me

  • Income Planning
  • Saving
  • Spending
How Much Do I Need to Retire? 3 Numbers You Need to Know Before Retiring

How Much Do I Need to Retire? 3 Numbers You Need to Know Before Retiring

  • Income Planning
  • Retirement
How to Invest Your Portfolio to Maximize Retirement Success

How to Invest Your Portfolio to Maximize Retirement Success

  • Investing
  • Retirement

Root’s Master Plan

  • Company
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

See how we can help you live your best life.

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 © 2024 Root Financial Partners. All rights reserved.