Roth Financial Group, Merritt Island, Florida

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
How Has SECURE 2.0 Affected 401(k) Plans?

The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
Keeping Cool in Volatile Markets

Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
LTCI Cost of Waiting

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

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.