Income Planning Archives - Page 4 of 6 - Root Financial

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

Free Video Lesson

Close
Hosted by James Conole, CFP©

Ready for Retirement

Weekly videos, podcasts, and articles to keep you up-to-date on all the best tips and strategies to create a retirement that excites you.

Submit a question

How Much Will I Pay in Taxes in Retirement? Complete Guide to Retirement Taxes

  • Income Planning
  • Retirement
  • Taxes

Here’s the # 1 Trap That Will Ruin Your Retirement

  • Retirement

Here’s How to Pay $0 Taxes on $100k Retirement Income

  • Retirement
  • Taxes

The Ultimate Guide to Working While Collecting Social Security

  • Income Planning
  • Retirement

How Much Does It Take to Retire Comfortably on a $5k, $10k, or $15k/mo Budget?

  • Income Planning
  • Retirement
  • Spending

4 Steps to Planning for Unexpected Expenses in Retirement

  • Income Planning
  • Retirement
  • Spending

I’m 60 With $1 Million How Much Can I Spend In Retirement?

  • Income Planning
  • Retirement
  • Spending

Don’t Retire Unless You’re Doing These 6 Things

  • Income Planning
  • Retirement
  • Saving

What Should You Do with Your 401k When You Retire?

  • Income Planning
  • Retirement
  • Saving

How Much Do You Need to Retire in 2023?

  • Income Planning
  • Retirement
  • Spending

4 Simple Retirement Income Strategies

  • Income Planning
  • Retirement

How to Maximize Retirement Income

  • Income Planning
  • Retirement
  • Spending

Here’s Exactly How Social Security Gets Taxed

  • Income Planning
  • Retirement
  • Taxes

Avoid These 5 Common Mistakes When Retiring Early

  • Income Planning
  • Retirement
  • Spending

This is the #1 Mistake People Make with Portfolio Withdrawals

  • Income Planning
  • Retirement
  • Spending

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.

Copyright © 2024 Root Financial Partners. All rights reserved.