Details matter. And managing them correctly means more income for your clients in retirement.

solve_step2
solve_step3

solve_ipadmag

Income SolverTM is unlike any other software. This specialized application focuses only on creating tax-efficient retirement income for your clients.

Generate extended portfolio longevity
Demonstrate your Advisor Alpha
Reduce tax liability for clients
Maximize Social Security
Minimize Medicare surcharges
Compare withdrawal strategies side-by-side

With Income SolverTM, clients receive a personalized strategy that includes all of their retirement resources thoughtfully integrated into recommendations on how to most efficiently generate income, including the following elements:

INCOME NEEDS
AND EXPENSE MANAGEMENT

SPEND-DOWN
STRATEGY

OPTIMAL
SOCIAL SECURITY CLAIMING

solve_incomeneeds
solve_spenddown
solve_optimal

The result of over 10 years of research and software development, Income SolverTM is a robust analytic engine that marries the best practices of wealth management, tax logic, asset location, and Social Security optimization.
This powerful software helps your clients get more and keep more money in retirement.

SHOW CLIENTS AND PROSPECTS
HOW TO MAKE THEIR MONEY LAST LONGER

You can:

Create, analyze and compare
Provide detailed phase and event analysis
Guide clients through easy-to-understand visuals
Present personalized, branded reports to clients and prospects
solve_comp

Featured in

After you have typed in some text, hit ENTER to start searching...

Get more, keep more retirement income for your clients with Income Solver.