Retiree Income
HQ Address
12120 State Line Road, Suite 343, Leawood, KS 66209, United States
Website Address
Business introduction
We founded our company on the belief that there is a better way to serve retirees or people getting ready to retire—one that is smarter and more personalized
Retiree is a technology company delivering an innovative retirement planning process through its software for financial professionals and consumers
Income Solver, for financial professionals, and Income Strategy, for consumers, use tax-efficient withdrawal strategies, coupled with optimal Social Security claiming strategies to find years more of retirement income for clients and consumers.
Both platforms use powerful analytic engines backed by a decade's worth of research.
Retiree Income Solutions
Income Solver
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......
business needs
view solutionSSAnalyzer
What you need to know after the rules change Even after the rule change, Social Security is still complicated. We still make it simple. Go beyond the basics With the SSAnalyzer, you get more advanced features and tools like our Coordinate Tab and tax calculators. Be an expert without the work The SSAnalzyer makes it easy......
