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Retirement Income Strategy Analysis Tool

  • Use a new efficient frontier for retirement income based on risk and reward that matter during distribution. Read more.
  • Build custom portfolio of individual bonds that generate constant amount of retirement income
  • Demonstrate how adding individual bonds and life annuities to systematic withdrawal portfolio improve the income plan
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Testimonials

  • "Some comprehensive financial programs can do some, if not all, of what Income Discovery does, but most can't do it as effortlessly, and most can't illustrate on one screen the interplay of the four factors as well as their effect on the income portfolio" Read More
    Joel Bruckenstein in his review featured in Financial Advisor Magazine
  • "It allows you to get right to the heart of income distribution planning with minimal data input, and it clearly illustrates, in real time, the impact that changing one factor has on the other elements of a plan." Read More
    Joel Bruckenstein in his review featured in Financial Advisor Magazine

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Commercial release of Income Discovery is offered only to qualified financial professionals as described in the commercial license.