Do Well While Doing Good
Created to help hard working, long serving W-2 employees “do well by doing good”
How The ROQS™ Method Works
A proprietary tool that projects potential scenarios, contrasts traditional Rollover IRA strategies with the new ROQS® method, and forecasts long-term results for retiree and charity.
Example Scenario
Assuming the Following Variables:
- $500K in 401K (all company stock)
- Wife $300K from multiple companies, Husband $200K from one company
- 3-year deferral, 27-year withdrawal period
The ROQS® Method Recommendation:
- Traditional IRA after tax cash flow: $2.13 M
- ROQs Method after tax cash flow: $2.75 M
- Overall Benefit to Retiree: $637,000
- Amount to Charity over lifetimes: $1.2 M
Create Your Legacy
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 charities to improve your retirement while making the world a better place.