Solution introduction
Create fully integrated retirement income strategies with one simple click
Quickly deliver a fully integrated income strategy for each client
No toggling levers in isolation, Income Planning 2.0 simultaneously optimizes across all these factors to find the smartest path.
- Easily adjustable for planning updates, client feedback, or market change
- Integrated Roth conversion analysis to maximize long-term tax efficiency
- Auto-calculates safe income levels at 90% confidence
- One-click plan generation aligned with advisor-specific client objectives
- Tax-targeted distribution sequencing from tax-deferred, taxable, and Roth accounts
- Investment portfolio allocation and annuity allocation for lifetime income
- Social Security claiming
