Income Discovery
HQ Address
20 Chruch Street, Liberty Corner, NJ 07938, United States
Website Address
Business introduction
Personalized paycheck in retirement
Intelligent. Simplified. Scalable.
Our Story. Our Mission.
We developed Income Discovery with a single mission:
To create a solution that can mitigate a possible shortfall in income or augment income for 66 million Baby Boomers in their retirement years.
To achieve this, we used the latest technology to create a powerful artificial intelligence engine called Advanced Income Discovery Analytics, or AIDA, that delivers up to 20% higher safe retirement income.
Income Discovery Solutions
Income Planning 2.0
For savvy advisors, it’s love at first sight. Now your advisors can deliver a personalized strategy that is fully co-optimized, not trying each lever in isolation, all with a single click. Social Security claiming. Allocation to annuities for lifetime income and investment portfolio allocation. Optimal incremental effective tax rates for discretionary disbursals from......
business needs
Paycheck
Paycheck is holistic and flexible Calculates expected inflation adjustment for each budgeted expense and incoming cash flow and estimates taxes. Determines withdrawals between managed and held away accounts based on the client’s tax-optimized strategy. Provides a simple summary dashboard for advisor or client to review and approve each disbursal. ...
business needs
SafePathSM
Provides a comprehensive outlook on upcoming retirement years, addressing the question, "Am I safe?" Simple and quick answer: If the portfolio balance is within the safe zone, continue to spend as planned and could even consider additional discretionary distributions. If the portfolio balance enters the adjustment zone, a recommendation is made to......
