Roth Financial Group, Merritt Island, Florida

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Watch for These Hazards on the Road to Retirement

The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
How a Family Limited Partnership Can Power an Estate Plan

A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
The IRS Wants More Info About Your Gig Income

If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.