Roll IRA

 

Empowering Clients to Create and Implement their Lifestyle Independence Plan 

At Roll IRA® Financial Services, LLC , we believe that a well developed plan is the cornerstone to your retirement. Reaching your retirement objective hinges on having the right plan - one that fits your individual circumstances and grows with you.  
 
The mission of Roll IRA® is to empower clients to create and implement their lifestyle independence plan so they can experience their lifelong dreams. Most people need to update their financial plan each year to help ensure that it is in step with their life.  Please call today if you think your plan is out of date. If it's been a while, act today.

 

 

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

More Calculators →

Understanding Your Investment Brain

Understanding behavioral finance may help you determine an appropriate level of risk for your investing strategy.

Should You Wait to Claim Social Security?

Factors that retirees should consider when making the important financial decision about claiming Social Security.

When You Can’t Speak for Yourself

Having proper legal documents in place can help when you are unable to make your own medical and financial decisions.

Considering UITs

An overview of UITs with a focus on some important factors to understand when adding UITs to a portfolio.

More Newsletters →