Solution introduction
Featuring One-Click Plan Building
This income advice solution provides advisors a client’s optimal retirement income strategy with one-click
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 qualified accounts, for both retirement income and Roth conversion.
- Dynamic tax strategies for non-qualified accounts target tax-free capital gains, then minimizing taxable capital gains.
