Details matter. And managing them correctly means more income for your clients in retirement.
Income SolverTM is unlike any other software. This specialized application focuses only on creating tax-efficient retirement income for your clients.
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 & Expense Management
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.