Retirement Income Planning Software for Advisors
- Change your focus from optimizing income portfolios to optimizing income strategies. Find answers to:
When to tap existing sources of retirement income for your clients? Which new sources, such as annuities and bond ladder, to set-up? What order to withdraw money across various accounts?
- Efficiently structure a distribution plan for your clients through a one-click optimizer.
- Justify the proposed strategy by presenting the performance of plans as the story
of individuals, not as statistics. Read more
- Deliver the value of smart income planning, gamma as it is beginning to be called,
that provides higher retirement income at less risk:
$5000 more annual income for Brady Family at lesser risk through deferral of Social Security
and use of annuities and bond ladder. View case study $8000 more annual income for Robert Smith through tax optimized withdrawal order across accounts. View case study
- Register for an upcoming introductory webinar or an advanced webinar.