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Timothy Roberts & Associates, LLC

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Ann Arbor, MI
Timothy Roberts & Associates, LLC

Timothy Roberts & Associates, LLC (TRA) is here to help Individuals and Small Businesses with making Smart Money decisions! Schedule a consultation today.

Maximize Your Wealth & Minimize Taxes!! Timothy Roberts & Associates, LLC is a premier wealth management and financial planning firm in Ann Arbor, MI, serving Michigan and all 50 states. We specialize in comprehensive retirement income strategies, helping clients transition from saving to sustainable income with confidence. Our proactive approach integrates investment management with expert tax ad

vising to minimize liabilities and protect your long-term legacy. As a Fiduciary Standards firm, we offer personalized retirement planning, 401(k) rollovers, and estate strategies tailored to your unique goals. Whether you are navigating a career change or entering retirement, our team provides the clarity and expertise needed for financial independence.

07/17/2026

Advanced Wealth Transfer Strategies: Architectural Frameworks for Generational Legacy

What if the greatest threat to your family legacy isn't a market downturn, but the structural fragility of the plan itself? For high-net-worth families, the transition of assets is often treated as a...

📖 Read more: https://timothyrobertsllc.com/advanced-wealth-transfer-strategies-architectural-frameworks-for-generational-legacy/

07/16/2026

Strategic Tax-Efficient Investing Strategies in Michigan: A 2026 Wealth Management Guide

The true measure of your wealth isn't found on your brokerage statement; it's found on the bottom line of your tax return. As the sunset of the Tax Cuts and Jobs Act at the end of 2025 reshapes the fi...

📖 Read more: https://timothyrobertsllc.com/strategic-tax-efficient-investing-strategies-in-michigan-a-2026-wealth-management-guide/

07/15/2026

Tax Loss Harvesting Strategies in Michigan: A Strategic 2026 Guide to Wealth Elevation

What if the unrealized losses currently sitting in your brokerage account were actually your most valuable assets for the coming year? While many see market volatility as a setback, the most astute in...

📖 Read more: https://timothyrobertsllc.com/tax-loss-harvesting-strategies-in-michigan-a-strategic-2026-guide-to-wealth-elevation/

07/14/2026

Strategic Small Business Tax Strategies in Michigan: A 2026 Wealth Management Perspective

Is your current corporate structure a catalyst for expansion or a silent anchor on your private wealth? As we approach a pivotal shift in the fiscal environment, many owners realize that standard acco...

📖 Read more: https://timothyrobertsllc.com/strategic-small-business-tax-strategies-in-michigan-a-2026-wealth-management-perspective/

07/13/2026

Strategic Legacy Planning Strategies in Michigan: A Visionary Approach for 2026

What if your wealth wasn't just a collection of assets but a carefully orchestrated narrative of your life's work? Many successful families feel a quiet anxiety that their hard-earned capital might be...

📖 Read more: https://timothyrobertsllc.com/strategic-legacy-planning-strategies-in-michigan-a-visionary-approach-for-2026/

07/12/2026

Backdoor Roth IRA Contribution Rules 2026: A Strategic Guide for High-Net-Worth Investors

For the high-net-worth investor, the Backdoor Roth is no longer just a clever loophole; it's a mandatory strategic intervention in a landscape redefined by SECURE 2.0 complexity. As income levels rise...

📖 Read more: https://timothyrobertsllc.com/backdoor-roth-ira-contribution-rules-2026-a-strategic-guide-for-high-net-worth-investors/

07/11/2026

Managing Required Minimum Distributions in Michigan: Strategic Guidance for 2026

A 25% excise tax on your retirement capital is more than a penalty; it is a significant and avoidable erosion of your family's legacy. You've spent decades diligently building your wealth, and the pro...

📖 Read more: https://timothyrobertsllc.com/managing-required-minimum-distributions-in-michigan-strategic-guidance-for-2026/

07/10/2026

Strategic 401k Rollover Options: A Comprehensive Guide for 2026

With nearly $941 billion projected to flow into IRAs in 2026 alone, your workplace retirement account is no longer just a legacy of past employment. It's a dormant engine waiting for a strategic ignit...

📖 Read more: https://timothyrobertsllc.com/strategic-401k-rollover-options-a-comprehensive-guide-for-2026/

07/09/2026

403(b) vs. 401(k) for Michigan Employees: A Strategic Retirement Analysis (2026)

Could the structural differences between your retirement plan and your spouse's be the hidden lever that accelerates your path to financial independence? For many, the debate over a 403b vs 401k for m...

📖 Read more: https://timothyrobertsllc.com/403b-vs-401k-for-michigan-employees-a-strategic-retirement-analysis-2026/

07/08/2026

The Strategic Value of a Fiduciary Financial Advisor: Michigan Benefits and National Wealth Standards in 2026

If an algorithm can balance a portfolio for a fraction of the cost, why does the sophisticated investor still seek a human partner? The answer lies in the nuances of your life that a spreadsheet simpl...

📖 Read more: https://timothyrobertsllc.com/the-strategic-value-of-a-fiduciary-financial-advisor-michigan-benefits-and-national-wealth-standards-in-2026/

Address

2750 Carpenter Road Suite 7
Ann Arbor, MI
48108

Opening Hours

Monday	8am - 6pm
Tuesday	8am - 6pm
Wednesday	8am - 6pm
Thursday	8am - 4pm
Friday	8am - 6pm

Telephone

+18003906227

Website

http://www.timothyrobertsllc.com/?utm_source=gbp

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