Taxes Archives - Root Financial

The 5 things you'll wish you knew before retiring.

Free Video Lesson

Close
Hosted by James Conole, CFP©

Ready for Retirement Podcast

Weekly podcasts to keep you up-to-date on all the best tips and strategies to create a retirement that excites you.

Submit a question

Here’s the # 1 Trap That Will Ruin Your Retirement

  • Retirement

5 Things People Regret at the End of Retirement

  • Income Planning
  • Retirement

How to Maximize Retirement Income

  • Income Planning
  • Retirement
  • Spending

The 3 Big Tax Mistakes EVERY Retiree Makes (Real World Examples)

  • Retirement
  • Taxes

5 Tax SECRETS Every Retiree Should Know

  • Retirement
  • Taxes

7 Ways to Reduce Your Required Minimum Distributions (RMDs)

  • Retirement
  • Taxes

Here’s Exactly How Social Security Gets Taxed

  • Income Planning
  • Retirement
  • Taxes

5 Reasons to Start a Roth IRA in 2018

  • Investing
  • Retirement
  • Taxes

President Trump’s Tax Plan: How it Impacts You

  • Taxes

How to Lower Taxes and Increase Savings

  • Income Planning
  • Investing
  • Taxes

Three Reasons Renting a Home Might Be Better than Buying a Home

  • Income Planning
  • Taxes

Your 2017 Year-End Personal Finance Checklist

  • Income Planning
  • Retirement
  • Taxes

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 constitues a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historial 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 fulcturate with market conditions, and security positions, when sold, may be worth less or more than their original cost.

Copyright © 2023 Root Financial Partners. All rights reserved.