www.incomesolver.com
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Submitted URL: http://links.horsesmouth.mkt6441.com/els/v2/ba~gFX9vvYhE/WXErRlJESnYyZzViL0Y0K2tBZjJ0YWh2UUVhVDl3azVrQS9BWCsrKytNN3BUUEhoTU5IcnVXVFZK...
Effective URL: https://www.incomesolver.com/
Submission: On December 13 via api from US — Scanned from DE
Effective URL: https://www.incomesolver.com/
Submission: On December 13 via api from US — Scanned from DE
Form analysis
4 forms found in the DOMGET https://www.incomesolver.com/
<form role="search" method="get" class="searchform" action="https://www.incomesolver.com/">
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Text Content
Menu * Home * Pricing * Features * About Us * Contact Us * (866) 762 PLAN Log In Request Demo * Home * Pricing * Features * About Us * Contact Us #1 RETIREMENT INCOME PLATFORM KITCES & T3 2022 ADVISOR SURVEYS Schedule Demo PERSONALIZE ADVICE FOR PRE AND IN-RETIREMENT CLIENTS – MAKES YOU MORE EFFICIENT – ROBUST AND DYNAMIC STRATEGIES TO DELIVER BETTER ADVICE – OPTIMIZE AND COMPARE STRATEGIES TO WIN CLIENTS – GROW FASTER Try Income Solver HOW INCOME SOLVER FINDS MORE! TO HELP YOU GROW AND WIN CLIENTS MORE DETAILED LOGIC AND SPECIALIZED MODULES OVER: * eMoney * Money Guide Pro * Right Capital * Your current financial planning software INCOME SOLVER FILLS THE GAP – TO HELP YOU DIFFERENTIATE Add-On Income Solver MODEL, COMPARE AND PRESENT ALL APPROACHES DECUMULATION ADVICE Present outcomes to help clients maximize their resources - TOTAL RETURN - INCOME FLOOR - BUCKETS & TIME SEGMENTS Schedule Demo BEST PLATFORM AND ANALYTIC ENGINE * Optimizes strategies and gives you the best one * Coordinate more “detailed” elements in a tax-efficient withdrawal strategy * Roth Conversions logic and featured * Dynamic and phases strategies * Tax minimization over plan horizon (time periods) not just single years * Next-Generation Investment and Income logic * Household rebalancing * Asset Location * Tax-loss harvesting * Tax-efficient goal funding and purchase WHY PARTNER WITH US? WE ARE COMMITTED TO HELPING ADVISORS GROW. INNOVATION We use advisor feedback to help us enhance the client experience and develop new software features. Analytics and research to enhance decumulation and planning engine. RESEARCH Over 3 academic papers every year over the last 10 years. Financial engineering pioneers for decumulation. CASE SUPPORT Our experts help you with case support, tough analysis, and preparing for client meetings. MARKETING & PROMOTION Collateral and programs to promote your expertise in decumulation to win more clients. AS FEATURED IN GET YOUR CLIENTS MORE IN RETIREMENT. 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 to help your clients “get more and keep more” in retirement. SEND US AN EMAIL Email: Info@RetireeInc.com Web: www.IncomeSolver.com CALL (866) 762-PLAN Address: 12120 State Line Road, Suite 343 Leawood, KS 66209 -------------------------------------------------------------------------------- Top Home Pricing Features Advisor Alpha Contact Us Privacy Policy Disclosures More Information © 2022 Income Solver. All Rights Reserved. This information is provided by Retiree, Inc. for general informational purposes. Nothing in this website should be considered as a recommendation or advice to buy, sell or continue to hold securities or other investments, or take any specific action regarding any tax matters. Accordingly, certain of the securities and strategies referred to may not be suitable for all clients. Examples provided are for illustrative purposes only and are not representative of intended results that a client should expect to receive. After you have typed in some text, hit ENTER to start searching... >$1B - $3BAUM Pricing Request * Name First Last * Email * Phone* * Firm Type* RIABroker-DealerHybridInsurance Agent * Anti-Spam * Phone This field is for validation purposes and should be left unchanged. Δ × $500m - $1B AUM Pricing Request * Name First Last * Email * Phone* * Firm Type* RIABroker-DealerHybridInsurance Agent * Anti-Spam * Comments This field is for validation purposes and should be left unchanged. Δ × Firm Level Pricing FILL OUT THE FORM BELOW TO REQUEST SPECIAL PRICING * Name First Last * Email * Phone* * Firm Type* RIABroker-DealerHybridInsurance Agent * Anti-Spam * Email This field is for validation purposes and should be left unchanged. Δ × Get more, keep more retirement income for your clients with Income Solver. Notifications