Newsroom News | Root Financial

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

Free Video Lesson

Close

Newsroom

Explore the newsroom for the latest company updates, milestone announcements, and to stay connected with our team.

A New Level of Wealth Management is Here—Introducing Vista

See how we can help you live your best life in retirement.

We'd love to meet you.

Schedule a call

Root Financial Partners, LLC (“Root”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. The content on this website is for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Advisory services are offered only through a written agreement with Root Financial Partners, LLC.

All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results.

Client testimonials and endorsements reflect individual experiences and may not be representative of all clients. No compensation was provided unless otherwise disclosed.

Root may provide guidance on financial planning concepts, but does not offer legal or tax advice. Clients should consult their own legal or tax professionals for advice specific to their situation.

Copyright © 2026 Root Financial Partners. All rights reserved.