Created to help hard working, long serving W-2 employees "do well by doing good"
Rolling over corporate stock? You may be able to increase its value significantly.
Speak with Us to Learn How the ROQS Method may improve your retirement by $100Ks
If you have company stock in a retirement plan, Contact Us
Traditionally, an employee & company contribute pre-tax dollars to a 401K. These funds are invested in a variety of funds and company stock.
The value of the account grows overtime, as additional deferrals and company match are contributed, and the value of the investments, including company stock, increase.
At retirement, these holdings are liquidated, rolled over, reinvested, and distributed as taxable income.
As before, the employee & company still contribute pre-tax dollars to the 401K, allowing investments to grow over time, just as always.
However, once the employee retires or severs, a different strategy is employed:
To learn more about the ‘secret sauce’ of The ROQS® Method and sign a required non-disclosure agreement, please reach out to our team.
All of us at The Charitable Payraise™ look forward to working with you, your advisor, and your favorite charities to optimize your retirement while making the world a better place