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

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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

SOCIAL SECURITY CLAIMING

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

  • 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

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