About
Process
Resources
Retirement Education
YouTube
Financial Planning Articles
Market Insights
Connect
Careers
Advisor Podcast
Newsroom
FAQ
Featured
See if you’re a fit
3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)
Free Video Lesson
Email
Close
Featured
Here’s Why Working One More Year is the Biggest Retirement Decision You’ll Ever Make
Watch
The Negative Art of Bonds: Playing to Win or Playing Not to Lose?
Market Insights
Maximize Your Roth IRA: When Should You Spend Your Roth Money in Retirement?
Retirement
Spending
Here’s When to Stop Saving and Start Spending
Retirement
Saving
Spending
Subscribe. Learn. Invest in yourself.
First name
Email
Topics
All
Income Planning
Investing
Market Insights
Newsroom
Purpose
Retirement
Saving
Spending
Taxes
Uncategorized
3 Simple Ways to Minimize Taxes in Retirement
Retirement
Taxes
Here’s When to Stop Saving and Start Spending
Retirement
Saving
Spending
Mistakes Your Financial Advisor Is Making with Your Portfolio
Investing
Retirement
STOP! This Mistake Will Cost You Your Health Insurance Subsidy in Retirement!
Retirement
3 Mistakes Retirees Make Implementing the 4% Rule
Retirement
Retirement Regrets: 5 Retirement Purchases You’ll Wish You Didn’t Make
Saving
Spending
How Much Do I Need to Spend $10k/month in Retirement?
Income Planning
Saving
Spending
This Simple Budgeting Trick Changed Everything For Me
Income Planning
Saving
Spending
How Much Do I Need to Retire? 3 Numbers You Need to Know Before Retiring
Income Planning
Retirement
How to Invest Your Portfolio to Maximize Retirement Success
Investing
Retirement
Root’s Master Plan
Newsroom
Study Finds The Net Worth That Makes You Wealthy (and the Major Factor It’s Missing)
Purpose
Saving
See how we can help you live your best life in retirement.
We'd love to meet you.