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  Please call today if you think your plan is out of date.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 →

Women Lack Life Insurance

Why women need life insurance, whether they are breadwinners, co-providers, or a stay-at-home parent.

HOT TOPIC: Tightening the Rules on Corporate Inversions

Understanding inversions and their implications on tax revenues, corporate taxes, and for shareholders of inverted companies.

Timing Social Security and IRA Distributions

Understand Social Security claiming strategies, longevity issues, and tax considerations to help maximize benefits.

Do You “Speak” Annuities?

An overview of fixed and variable annuities and how they could provide a guaranteed income stream in retirement.

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