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  • Strategic Directions
  • Curriculum
    • Class Catalog
    • (01) Investing in Fitness
    • (02) Legal Documents
    • (03) Social Security
    • (04) TIPS Ladder
    • (05) Investment Portfolio
    • (06) Taxes in Retirement
    • (07) Spending Capacity
    • (08) Medicare Enrollment
    • (W1) Roth Conversions
  • Recommended Resources
  • Intro Videos
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  • More
    • Home
    • About
    • Fees
    • Schedule Intro Meeting
    • Strategic Directions
    • Curriculum
      • Class Catalog
      • (01) Investing in Fitness
      • (02) Legal Documents
      • (03) Social Security
      • (04) TIPS Ladder
      • (05) Investment Portfolio
      • (06) Taxes in Retirement
      • (07) Spending Capacity
      • (08) Medicare Enrollment
      • (W1) Roth Conversions
    • Recommended Resources
    • Intro Videos
    • Focus Areas
  • Home
  • About
  • Fees
  • Schedule Intro Meeting
  • Strategic Directions
  • Curriculum
    • Class Catalog
    • (01) Investing in Fitness
    • (02) Legal Documents
    • (03) Social Security
    • (04) TIPS Ladder
    • (05) Investment Portfolio
    • (06) Taxes in Retirement
    • (07) Spending Capacity
    • (08) Medicare Enrollment
    • (W1) Roth Conversions
  • Recommended Resources
  • Intro Videos
  • Focus Areas
A vibrant sunset over a calm sea, with silhouetted palm trees in the foreground.

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

Fees

$699

$699

$699

First month for initial setup

$199

$699

$699

Monthly after initial setup

Major Retirement Components

Fitness

Fitness

Fitness

Physical and emotional fitness 

Income

Fitness

Fitness

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

Taxes

Fitness

Portfolio

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

Portfolio

Portfolio

Portfolio

Investible assets for stocks, bonds and cash

Living

Portfolio

Living

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

Legacy

Portfolio

Living

Up-to-date legal documentation

Ideal Roadmap Directions (exceptions may apply)

Social Security

Roth conversions

Social Security

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

Legacy

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

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 © 2026  Ty Rollins - All Rights Reserved.

  • Home
  • About
  • Fees
  • Schedule Intro Meeting
  • Strategic Directions
  • Recommended Resources
  • Intro Videos
  • Focus Areas

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