1-844-GET-ROQS

Want to learn how to protect your 401k and secure your financial future?

We've got the "secret sauce" to make it happen.

Protect Your 401K

We help you make sure your finances are in check when you retire.

Secure Your Stock

If you have company stock in your 401K, we can reduce the risks associated with tax penalties, and concentrated stock risk.

Leave a Legacy

Leave more than just a name. We help you create a living legacy of good works via charitable

giving.

How Does It Work?

Calculating Your Future Finances

The ROQS app is 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.

You Deserve a Better Retirement

Use our easy-to-access application to test various scenarios,

Identify the right strategy, reduce your taxes and increase after

tax cash flow.

You've Worked Hard, Let Us Do The Rest

We look forward to working with you, your advisor, and your favorite charities to optimize your retirement while making the world a better place.

30+ years in Insurance, Investment, Tax Strategy

& Financial Planning

We Help Hard Working, Long Serving W-2 Employees “Do Well By Doing Good”.

© 2022 The Charitable Payraise, LLC All rights reserved. | ROQS™ and The Charitable Payraise™ are Trademarks of The Charitable Payraise, LLC.