Investing Archives - Page 2 of 3 - 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

Why You’ll Probably Never Get The 12% Dave Ramsey Talks About

  • Investing

Straightforward Guide to 529 College Saving Plans

  • Investing

How To Decide What To Do With Your Old 401(k)

  • Investing
  • Retirement

It’s Election Day! What Does That Mean for Markets?

  • Investing

How to be the House that Always Wins

  • Investing

5 Things Wealthy People Do With Their Money (That Most People Don’t)

  • Income Planning
  • Investing

5 Things I Wish I Learned In High School

  • Income Planning
  • Investing

5 Reasons to Start a Roth IRA in 2018

  • Investing
  • Retirement
  • Taxes

What You Pay Is What You Get

  • Investing

How to Protect Yourself Against One Huge Financial Risk

  • Investing

7 Changes to Make in Your 30s That Will Set You Up for Lifelong Success

  • Income Planning
  • Investing

Tune Out the Noise

  • Investing

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 © 2025 Root Financial Partners. All rights reserved.