Introducing Charitable Payraise
Their Goal, Your Legacy
Their Vision
To Help Hard Working, Long Serving W-2 Employees “Do Well By Doing Good”
The Mission
Better Retirement, Lasting Legacy
Their Goal
By leveraging our unique approach, most retirees significantly reduce their taxes, increase after-tax cash flow, and create a living legacy of good works via charitable giving.
Their Values
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.
Our core values reflect our mission and how we approach each decision and relationship with retirees, families, advisors, charities, and companies.
Who They Help
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.
How it Works
How The ROQS™ Method Works
A proprietary tool that projects potential scenarios, contrasts traditional Rollover IRA strategies with the new ROQS™ method, and forecasts long term results for retiree and charity.
Get Started
To learn more about the ‘secret sauce’ of The ROQS™ Method and sign a required non-disclosure agreement, please reach out to their team.