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.

Taxable IncomeCharitable Roth Tax Free IncomeReinvest IRAPartial Roth Conversion

Example Scenario

Assuming the Following Variables:

The ROQS® Method Recommendation:

Example scenario
Click or tap to view larger

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.