For people, retired or planning for retirement, who want to understand how much money they need in retirement to cover hard costs and joy. My investment recommendations are a low-cost, low-commitment source of key information that informs.
Defer claiming Social Security benefits until reaching age 70
Ensure all legal documents are current including Revocable Trust, Health Care Power of Attorney, Financial Power of Attorney and Retirement Account Beneficiaries
Convert qualified retirement savings into a Roth IRA or convert within an existing 401(k) plan
Build a 5 to 7 year TIPS Ladder for bond allocation
Invest in Low cost U.S. Total Stock Market ETF Index Fund fund for stock allocation
Eliminate all outstanding debts, including home loans
01/18/23 Received IRS Enrolled Agent Status
07/08/22 Investment Advisor Representative Approved
07/08/22 RIA Firm Approved in California
04/01/22 Passed Series 65 Examination
11/02/21 Passed the CFP® Examination
(Candidate for Certification)
2022 - present
Ty Rollins, Inc
Principal and Founder
Retirement Financial Advice
1999 - 2023
One Source Lighting, Inc
Finance and IT
Part-time
1996 - 2021
AT&T, Inc
Information Technology
New York University
MBA in Management
Brigham Young University
BA in Economics