25% of retirees say the same thing:

"I wish someone had shown me this sooner”

What caught them off guard was not a market crash. It was the stuff nobody had walked them through:

  • RMDs can quietly push you into a higher tax bracket. Starting at 73

  • Social Security timing affects your taxes, Medicare, and your spouse. For life.

  • A market drop at 65 hits completely differently than one at 35

  • One income decision can raise your Medicare premiums for two full years

Your complimentary bundle addresses all of it. Six guides, delivered straight to you.

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Here is what's inside:

  • Deep Roots book: 

    Zach Gray's plain-language book on the five pieces of a real retirement plan: income, investments, taxes, healthcare, and legacy.

  • Will Your Money Last as Long as You Do?

    A retirement income guide that covers why a market drop at 65 hits differently than one at 35.

  • Are You Paying Too Much in Taxes in Retirement?

    A tax guide covering RMDs, Social Security taxation, IRMAA surcharges, and Roth conversion windows.

  • Claim Smart: A Modern Guide to Social Security

    A timing guide that shows how your filing decision affects your taxes, your Medicare, and your spouse's benefit for life.

  • The Checklist Challenge

    A 34-question self-assessment across income, healthcare, tax strategy, and legacy. Most people find at least one gap.

  • Will a Recession Rob Your Retirement?

    A recession readiness guide covering four areas to check now: expenses, assets, risk tolerance, and income gaps.

Get Your Retirement Planning Bundle Today

By submitting your personal information, you consent to be contacted by a financial professional by phone, email, and/or automated SMS regarding your financial strategy for retirement.

Rooted Wealth Advisors

(815) 918-4727

https://rootedretirement.com/

Content prepared by Advisors Excel.

There is no assurance that any investment plan or strategy will be successful. Any references to guarantees relate only to insurance products and are based on the claims paying ability of the underlying insurance company. Rooted Wealth Advisors (“Rooted”) is a registered investment adviser offering advisory services in the state(s) of Illinois and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

Neither the firm nor its agents or representatives may give tax or legal advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

This guide is provided for informational purposes only; it is not designed as advice for an individual’s personal situation. Our firm does not provide, and no statement contained in the guide shall constitute, tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation.

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