James Conole, Author at Root Financial

Posts by James Conole

Retirement Revolution: The Paradigm Shift That’s Changing Everything

The 3 Biggest Tax Mistakes I See Retirees Make

How Will Your Spending Change Throughout Retirement

Here’s Why So Many People Regret Retiring at 65

Here’s How to Pay Zero Taxes on a $100k Retirement Income (Easier Than You Think)

Roth Conversions: When Will You Actually Break Even?

Retiring before social security? Read this.

Retiring Before You Start Social Security? Make This Crucial Portfolio Adjustment

How Much Can I Spend in Retirement with a $2M Portfolio

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

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

Exactly How Much Should You Save for Retirement

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