Roth Financial Group, Merritt Island, Florida

Newsletters

Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

Savings Goals

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

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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.