Brooks Palmer, Author at Root Financial

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

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Posts by Brooks Palmer

The Ultimate ALT TO GO?

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ALT TO GO!

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The Fear of the Unknown—Foolish? Or Innate?

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The 2025 Sauna Investment Conference

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The Siren Song: Opining on Concentration vs. Diversification

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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.

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