James Conole, Author at Root Financial

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

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Posts by James Conole

Retirement Planning with an Age Gap

3 Critical Retirement Planning Changes When You Have an Age Gap

  • Retirement

I Have a $2M Portfolio and I’m Burned Out at Work – When Can I Retire?

  • Retirement
  • Spending
Roth Conversion Strategies for Singles

Roth Conversion Strategies for Singles: How Much Should You Convert?

  • Retirement
  • Taxes
How Does Rental Real Estate Impact Your Retirement Strategy?

How Does Rental Real Estate Impact Your Retirement Strategy?

  • Income Planning
  • Retirement
I'm 51 with $600k. When Can I Retire?

I’m 51 with $600k. When Can I Retire?

  • Income Planning
  • Retirement
Retirement Risks: 7 Traps to Avoid

Retirement Risks: 7 Traps to Avoid

  • Income Planning
  • Retirement
  • Taxes
3 Simple Ways to Minimize Taxes in Retirement

3 Simple Ways to Minimize Taxes in Retirement

  • Income Planning
  • Retirement
  • Taxes
The Roth Conversion Trap: Common Tax Planning Mistakes to Avoid

The Roth Conversion Trap: Common Tax Planning Mistakes to Avoid

  • Income Planning
  • Retirement
  • Taxes
How to Avoid the RMD Tax Trap: Protect Your Lifetime of Tax Savings

How to Avoid the RMD Tax Trap: Protect Your Lifetime of Tax Savings

  • Income Planning
  • Retirement
Can We Still Retire If We Don't Receive the $750k Inheritance We're Expecting?

Can We Still Retire If We Don’t Receive the $750k Inheritance We’re Expecting?

  • Income Planning
  • Retirement
I'm 61 Years Old with $500k. Can I retire?

I’m 61 Years Old with $500k: Can I Retire?

  • Income Planning
  • Retirement
  • Spending
How to Reduce Sequence of Return Risk: 2 Essential Strategies for Early Retirement

How to Reduce Sequence of Return Risk: 2 Essential Strategies for Early Retirement

  • 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 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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