James Conole, Author at Root Financial

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

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Posts by James Conole

The Roth Conversion Mistake that Could DOUBLE (or more!) Your Medicare Costs

  • Retirement

I’m Single and 5 Years Out From Retirement. What Should I be Doing? (5 Specific Steps)

  • Retirement

Exactly How Much Should You Save for Retirement

  • Retirement
  • Saving

Roth Conversion Checklist: 5 Key Factors to Maximize Your Conversion Strategy

  • Retirement
  • Taxes

Here’s Exactly How Much You Should Convert to Your Roth IRA to fill up the 22% Tax Bracket

  • Retirement
  • Taxes
Balancing financial planning and personal fulfillment in retirement.

Here’s Why Working One More Year is the Biggest Retirement Decision You’ll Ever Make

  • Purpose
  • Retirement

What if Social Security Gets Cut? 3 Things All Retirees Should Do Now

  • Income Planning
  • Retirement
  • Saving
Strategies for managing pre-tax accounts

Retiring with Only Pre-Tax Accounts? Make These 3 Retirement Changes

  • Retirement
  • Taxes
Retirement Plan - 61 with $1.7M

I’m 61 with $1.7M How Much Can I Spend in Retirement?

  • Retirement
  • Spending
sustainable retirement tips

I’m 60 with $2M How Much Can I Spend in Retirement?

  • Income Planning
  • Retirement
  • Spending
retirement happiness

5 Things Happy Retirees Do Daily

  • Retirement
Retirement Planning with an Age Gap

3 Critical Retirement Planning Changes When You Have an Age Gap

  • 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.

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