Income Planning Archives - Page 6 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

Your 2017 Year-End Personal Finance Checklist

  • Income Planning
  • Retirement
  • Taxes

Make Too Much to Contribute to a Roth IRA? Here Are Three Ways to Do it Anyways

  • Income Planning
  • 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.

Copyright © 2024 Root Financial Partners. All rights reserved.