Roth Financial Group, Merritt Island, Florida

Newsletters

Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
Consider Roth for Tax-Free Income

Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.

Savings Accumulation

Estimate the future value of your current savings.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?