See how a withdrawal strategy performs
Coverage of assets and liabilities, funding sources, summary statistics
Views presented with visuals and associated data tables
Outcomes based
Manage scenario details to see how strategies look side-by-side
Manage withdrawals to dedicated tax brackets either converting to a Roth or withdrawing tax deferred assets to dedicated levels
Clearly show how your management of key retirement components adds to longevity
Income Solver makes it easy to show clients and prospects how various withdrawal strategies will perform over time by allowing you to create and analyze scenarios.
Income Solver includes charts, graphs and tables that dynamically show clients and prospects the results of various withdrawal strategies. Clients will quickly grasp the impact of scenarios on their portfolio longevity.
With Income Solver you can deliver withdrawal strategies that are tax-efficient by optimizing drawdown to marginal tax rates.
You can illustrate for clients the impact of various phases of retirement on their portfolio, or you can analyze visually the impact of one-time events (like a dream vacation or tuition for a grandchild) on the overall portfolio.
The Income Solver allows you to brand prospect and client reports for your practice and personalize for each client.
Your subscription to our Income Solver software includes access to new research, complimentary training webinars, and more.
- Generate basic and advanced scenarios
- Manage assumptions across specific phases and events
- Manipulate key variables such as:
- Spending
- Withdrawal
- Investments
- Taxes
- Social Security strategies
- Income, cost and tax thresholds
- Asset management parameters
- Environment settings for taxes and capital markets
