Roth Financial Group, Merritt Island, Florida

Newsletters

HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
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.
Home Appliance Economics

The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.

Taxable Equivalent Yield

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

How much would your monthly lease payment be?
Required Minimum Distributions

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

A balance sheet summarizes your assets and liabilities and reveals your net worth.