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    • Home
    • Strategic Directions
    • Contact
    • About
    • Recommended Resources
    • Schedule a Consultation
  • Home
  • Strategic Directions
  • Contact
  • About
  • Recommended Resources
  • Schedule a Consultation

Ty's Retirement Roadmap

Simplistic

Low maintenance

Empowering

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

Long-term

Portfolio

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

Taxes

Long-term

Long-term

Tax planning for Roth Conversions, IRMAA, RMDs

Long-term

Long-term

Long-term

Medicare, Long Term Health Care, Housing, Reverse Mortgages

Ideal Roadmap Directions (exceptions may apply)

Social Security

Roth conversions

Social Security

Defer claiming Social Security benefits until reaching age 70

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

Financial

01/18/23 IRS Enrolled Agent  


07/08/22 Investment Advisor Representative Approved


07/08/22 RIA Firm Approved in California 


Career

Financial

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

Financial

Education

New York University

MBA in Management


Brigham Young University

BA in Economics
 

Financial

Education

Contact

Questions? Want to chat?

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Copyright © 2024 Ty Rollins - All Rights Reserved.

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