Income Solver
Retirement income: withdrawal strategies, sequence risk, annuity analysis.
Overview
Retirement income planning tool focused on withdrawal strategies, sequence risk, annuity analysis, and guaranteed income optimization. Builds tax-efficient income plans.
Key Features
- Withdrawal strategy optimizer
- Sequence risk analysis
- Annuity comparison
- Guaranteed income planning
- Tax-efficient withdrawals
- Client presentations
Integrations
eMoneyMoneyGuideProRightCapitalOrionCovisum
Details
- Platforms
- Web
- Target Users
- Retirement Specialists, RIAs, Insurance Advisors, Fee-Only Planners
- Pricing Model
- Subscription
- Starting Price
- USD 125/mo
- Full Pricing Details
- From $125/mo per advisor