Solution introduction
Details matter. And managing them correctly means more income for your clients in retirement
Income SolverTM is unlike any other software. This specialized application focuses only on creating tax-efficient retirement income for your clients.
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Generate extended portfolio longevity
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Demonstrate your advisor alpha
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Reduce tax liability for clients
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Maximize social security
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Minimize Medicare surcharges
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Compare withdrawal strategies side-by-side
With Income SolverTM, clients receive a personalized strategy that includes all of their retirement resources thoughtfully integrated into recommendations on how to most efficiently generate income.
