Solution introduction
A solution to manage planned spending, unplanned spending, and Roth conversions during retirement
Integrates with your existing planning tools and systems to deliver tax-optimized withdrawals
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.
