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.