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    • Home
    • Strategic Directions
    • About
    • Recommended Resources
    • Schedule Intro Meeting
    • Videos
  • Home
  • Strategic Directions
  • About
  • Recommended Resources
  • Schedule Intro Meeting
  • Videos

Ty's Retirement Roadmap

Navigating retirement with a simple, efficient plan

Low Cost

Low Complexity

Low Maintenance

Empowering

Quick Intro Meeting

This is a no-cost, no-obligation conversation designed to help us get acquainted. We'll briefly discuss your retirement goals, how our advice-only approach works, and whether we're a good fit for helping you streamline your retirement income, taxes, and overall financial life.

Schedule Meeting

Retirement Income Advice

Advice Only

Retirement Spending

Passive Investing

No AUM.  No Commissions.   

No Investment Management

Passive Investing

Retirement Spending

Passive Investing

Broad Market Index Funds

Retirement Spending

Retirement Spending

Retirement Spending

Decumulation

Limited to households in retirement 

or soon to retire

Major Retirement Components

Fitness

Portfolio

Fitness

Physical and emotional fitness 

Legal

Portfolio

Fitness

Up-to-date legal documentation

Portfolio

Portfolio

Portfolio

Investible assets for stocks, bonds and cash

Income

Income

Portfolio

Social Security,  portfolio withdrawals and other sources.  Also known as paychecks.

Taxes

Income

Taxes

Tax planning for Roth Conversions, IRMAA, RMDs, Tax Efficiency in Taxable accounts

Care

Income

Taxes

HSAs, Medicare, Long Term Health Care, Housing, Reverse Mortgages

Ideal Roadmap Directions (exceptions may apply)

Social Security

Roth conversions

Social Security

Maximize Social Security benefits, typically waiting until reaching age 70 to claim

Legal Documents

Roth conversions

Social Security

Ensure all legal documents are current including Revocable Trust, Health Care Power of Attorney, Financial Power of Attorney and Retirement Account Beneficiaries

Roth conversions

Roth conversions

Treasury Inflation Protected Securities (TIPS)

Convert qualified retirement savings into a Roth IRA or convert within an existing 401(k) plan

Treasury Inflation Protected Securities (TIPS)

Treasury Inflation Protected Securities (TIPS)

Treasury Inflation Protected Securities (TIPS)

Build a 5 to 7 year TIPS Ladder for bond allocation

Low cost U.S. Total Stock Market Index Fund

Treasury Inflation Protected Securities (TIPS)

Low cost U.S. Total Stock Market Index Fund

Invest in Low cost U.S. Total Stock Market Index Fund fund for stock allocation

Debt Elimination

Treasury Inflation Protected Securities (TIPS)

Low cost U.S. Total Stock Market Index Fund

Eliminate all outstanding debts, including home loans

About

Financial

Financial

01/18/23 IRS Enrolled Agent  


07/08/22 Investment Advisor Representative Approved


07/08/22 RIA Firm Approved in California 


Career

Financial

2022 - present

Ty Rollins, Inc

Principal and Founder

Retirement Financial Advice


1999 - 2023

One Source Lighting, Inc

Finance and

Technology Development

Part-time
 

1996 - 2021

AT&T, Inc

Technology Development

Education

New York University

MBA in Management


Brigham Young University

BA in Economics
 

About Ty (Video)

Here is the video discussing Ty's background

Copyright © 2025  Ty Rollins - All Rights Reserved.

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