James Conole, Author at Root Financial

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

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Posts by James Conole

How Will Your Spending Change Throughout Retirement

  • Retirement
  • Spending

Here’s Why So Many People Regret Retiring at 65

  • Purpose
  • Retirement

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

  • Income Planning
  • Retirement
  • Taxes

Roth Conversions: When Will You Actually Break Even?

  • Retirement
  • Taxes
Retiring before social security? Read this.

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

  • Retirement

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

  • Retirement
  • Spending

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

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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