Roth Financial Group, Merritt Island, Florida

Newsletters

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
Consider Roth for Tax-Free Income

Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Required Minimum Distributions

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

How much will it cost to pay off a loan over its lifetime?
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.