Roth Financial Group, Merritt Island, Florida

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Navigating Financial Conversations with Aging Parents

Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.
Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.