What are the opening hours?

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

Timothy Roberts & Associates, LLC

Home
United States
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.

06/04/2026

The 2026 Year-End Tax Planning Checklist: Strategic Wealth Elevation

What if the very strategies you relied on to protect your wealth last year are now the primary drivers of tax erosion? The permanent shifts introduced by the One Big Beautiful Bill Act have fundamenta...

📖 Read more: https://timothyrobertsllc.com/the-2026-year-end-tax-planning-checklist-strategic-wealth-elevation/

06/03/2026

Tax-Loss Harvesting Strategies: A Visionary Approach to Portfolio Optimization in 2026

What if the red ink in your brokerage account was actually the most valuable asset in your wealth management toolkit? It's a shift in perspective that distinguishes the visionary investor from the rea...

📖 Read more: https://timothyrobertsllc.com/tax-loss-harvesting-strategies-a-visionary-approach-to-portfolio-optimization-in-2026/

06/02/2026

The Roth Conversion Ladder Strategy 2026: A Strategic Blueprint for Tax-Efficient Wealth Evolution

The most expensive mistake you can make in 2026 isn't a market downturn, but the passive acceptance of rising tax brackets. As the 2017 tax cuts expire, many high-net-worth investors face a landscape...

📖 Read more: https://timothyrobertsllc.com/the-roth-conversion-ladder-strategy-2026-a-strategic-blueprint-for-tax-efficient-wealth-evolution/

06/01/2026

Understanding Required Minimum Distributions (RMDs): A Strategic Guide for 2026

Your annual tax mandate is not a financial dead end. It is a sophisticated pivot point for your entire legacy. While many investors feel a sense of frustration regarding forced liquidity, understandin...

📖 Read more: https://timothyrobertsllc.com/understanding-required-minimum-distributions-rmds-a-strategic-guide-for-2026/

05/31/2026

The Strategic Tax Implications of Your Investment Portfolio for 2026

What if the most significant threat to your 2026 wealth isn't a volatile market, but the silent, compounding friction of tax drag? Most high-net-worth investors spend decades refining their asset allo...

📖 Read more: https://timothyrobertsllc.com/the-strategic-tax-implications-of-your-investment-portfolio-for-2026/

05/30/2026

Strategic Wealth Elevation: How to Minimize Capital Gains Tax on Investments in 2026

What if the most significant drag on your portfolio's growth isn't a market downturn, but the silent partner you never invited to the table? For many high-net-worth investors, the IRS feels exactly li...

📖 Read more: https://timothyrobertsllc.com/strategic-wealth-elevation-how-to-minimize-capital-gains-tax-on-investments-in-2026/

05/29/2026

Strategic Tax Advising for Investors: Maximizing After-Tax Wealth in 2026

Your tax preparer is likely costing you far more than their annual fee. While they focus on the rearview mirror of April 15th, your wealth is quietly eroding under the weight of unmanaged tax drag. Mo...

📖 Read more: https://timothyrobertsllc.com/strategic-tax-advising-for-investors-maximizing-after-tax-wealth-in-2026/

05/28/2026

Strategic Charitable Giving Strategies for Tax Benefits: A 2026 Guide for High-Net-Worth Investors

In 2026, your generosity is no longer just a reflection of your values; it's a primary lever for protecting your estate from the highest tax brackets in a decade. With the implementation of the One Bi...

📖 Read more: https://timothyrobertsllc.com/strategic-charitable-giving-strategies-for-tax-benefits-a-2026-guide-for-high-net-worth-investors/

05/27/2026

Funding a Trust for Grandchildren: A Strategic Guide to Multi-Generational Stewardship

A legacy isn't defined by the capital you leave behind, but by the strategic architecture of how that wealth is received. You recognize that simply transferring assets is a transaction, whereas fundin...

📖 Read more: https://timothyrobertsllc.com/funding-a-trust-for-grandchildren-a-strategic-guide-to-multi-generational-stewardship/

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

Alerts

Be the first to know and let us send you an email when Timothy Roberts & Associates, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Timothy Roberts & Associates, LLC:

Shortcuts

Address
Telephone
Opening Hours
Alerts
Contact The Business
Claim ownership or report listing

Want your business to be the top-listed Accountant in Ann Arbor?