Creating Lasting Effects
The Charitable Payraise® & The ROQS® Method were created to help hard working, long serving W-2 employees ‘do well by doing good’, resulting in maximization of their retirement assets and increasing their after-tax retirement cash flow.
- Individuals
Hardworking W-2 Baby Boomers are in trouble when they retire. Individuals with company stock in their 401Ks are particularly at risk given tax penalties, and concentrated stock risk.
- Easily compare retirement options
- Potentially significantly reduce taxes
- See the potential increase in after-tax cash flow
- Give back and create a legacy now
- Charities
Nonprofits such as university endowments, charities that are local, regional, or even national can take advantage of having a new tool to expand their donor base.
- Provide a new innovative solution to donors who want to make an impact sooner
- Expand eligible donor base
- Advisors
Advisors have the ability to provide a new innovative solution for their current clients and expand their offerings for families and individuals who want to leave a legacy and generate more after tax retirement cash flow.
- Companies
