www.incomesolver.com Open in urlscan Pro
54.148.179.233  Public Scan

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

Form analysis 4 forms found in the DOM

GET https://www.incomesolver.com/

<form role="search" method="get" class="searchform" action="https://www.incomesolver.com/">
  <input onfocus="this.value=''" onblur="this.value='SEARCH...'" type="text" value="SEARCH..." name="s" class="search-input">
</form>

POST /

<form method="post" enctype="multipart/form-data" id="gform_7" action="/">
  <input type="hidden" class="gforms-pum" value="{&quot;closepopup&quot;:false,&quot;closedelay&quot;:0,&quot;openpopup&quot;:false,&quot;openpopup_id&quot;:0}">
  <div class="gform_body gform-body">
    <ul id="gform_fields_7" class="gform_fields top_label form_sublabel_below description_below">
      <li id="field_7_2" class="gfield field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_7_2"><label class="gfield_label gfield_label_before_complex">Name</label>
        <div class="ginput_complex ginput_container no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name" id="input_7_2">
          <span id="input_7_2_3_container" class="name_first">
            <input type="text" name="input_2.3" id="input_7_2_3" value="" aria-required="false">
            <label for="input_7_2_3">First</label>
          </span>
          <span id="input_7_2_6_container" class="name_last">
            <input type="text" name="input_2.6" id="input_7_2_6" value="" aria-required="false">
            <label for="input_7_2_6">Last</label>
          </span>
        </div>
      </li>
      <li id="field_7_4" class="gfield field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_7_4"><label class="gfield_label" for="input_7_4">Email</label>
        <div class="ginput_container ginput_container_email">
          <input name="input_4" id="input_7_4" type="text" value="" class="large" aria-invalid="false">
        </div>
      </li>
      <li id="field_7_3" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_7_3"><label class="gfield_label" for="input_7_3">Phone<span class="gfield_required"><span
              class="gfield_required gfield_required_asterisk">*</span></span></label>
        <div class="ginput_container ginput_container_phone"><input name="input_3" id="input_7_3" type="text" value="" class="large" aria-required="true" aria-invalid="false"></div>
      </li>
      <li id="field_7_5" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_7_5"><label class="gfield_label" for="input_7_5">Firm Type<span
            class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
        <div class="ginput_container ginput_container_select"><select name="input_5" id="input_7_5" class="large gfield_select" aria-required="true" aria-invalid="false">
            <option value="RIA">RIA</option>
            <option value="Broker-Dealer">Broker-Dealer</option>
            <option value="Hybrid">Hybrid</option>
            <option value="Insurance Agent">Insurance Agent</option>
          </select></div>
      </li>
      <li id="field_7_6" class="gfield field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_7_6"><label class="gfield_label" for="input_7_6">Anti-Spam</label>
        <div id="input_7_6" class="ginput_container ginput_recaptcha gform-initialized" data-sitekey="6LcbqEseAAAAAGk2RwHQTix0c0wWlHQo7vk5ZRfj" data-theme="light" data-tabindex="0" data-badge="">
          <div style="width: 304px; height: 78px;">
            <div><iframe title="reCAPTCHA"
                src="https://www.google.com/recaptcha/api2/anchor?ar=1&amp;k=6LcbqEseAAAAAGk2RwHQTix0c0wWlHQo7vk5ZRfj&amp;co=aHR0cHM6Ly93d3cuaW5jb21lc29sdmVyLmNvbTo0NDM.&amp;hl=en&amp;v=pn3ro1xnhf4yB8qmnrhh9iD2&amp;theme=light&amp;size=normal&amp;cb=l3rox6qt3v7"
                width="304" height="78" role="presentation" name="a-qlagmtb7hylb" frameborder="0" scrolling="no"
                sandbox="allow-forms allow-popups allow-same-origin allow-scripts allow-top-navigation allow-modals allow-popups-to-escape-sandbox"></iframe></div><textarea id="g-recaptcha-response" name="g-recaptcha-response"
              class="g-recaptcha-response" style="width: 250px; height: 40px; border: 1px solid rgb(193, 193, 193); margin: 10px 25px; padding: 0px; resize: none; display: none;"></textarea>
          </div>
        </div>
      </li>
      <li id="field_7_7" class="gfield gform_validation_container field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_7_7"><label class="gfield_label" for="input_7_7">Phone</label>
        <div class="ginput_container"><input name="input_7" id="input_7_7" type="text" value=""></div>
        <div class="gfield_description" id="gfield_description_7_7">This field is for validation purposes and should be left unchanged.</div>
      </li>
    </ul>
  </div>
  <div class="gform_footer top_label"> <input type="submit" id="gform_submit_button_7" class="gform_button button" value="Submit" onclick="if(window[&quot;gf_submitting_7&quot;]){return false;}  window[&quot;gf_submitting_7&quot;]=true;  "
      onkeypress="if( event.keyCode == 13 ){ if(window[&quot;gf_submitting_7&quot;]){return false;} window[&quot;gf_submitting_7&quot;]=true;  jQuery(&quot;#gform_7&quot;).trigger(&quot;submit&quot;,[true]); }">
    <input type="hidden" class="gform_hidden" name="is_submit_7" value="1">
    <input type="hidden" class="gform_hidden" name="gform_submit" value="7">
    <input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
    <input type="hidden" class="gform_hidden" name="state_7" value="WyJbXSIsIjcwZTc2MjRmMWE0YTlmOWEzYjdlNDIzNjk0Zjk3YjZmIl0=">
    <input type="hidden" class="gform_hidden" name="gform_target_page_number_7" id="gform_target_page_number_7" value="0">
    <input type="hidden" class="gform_hidden" name="gform_source_page_number_7" id="gform_source_page_number_7" value="1">
    <input type="hidden" name="gform_field_values" value="">
  </div>
  <p style="display: none !important;"><label>Δ<textarea name="ak_hp_textarea" cols="45" rows="8" maxlength="100"></textarea></label><input type="hidden" id="ak_js_1" name="ak_js" value="1670965248860">
    <script>
      document.getElementById("ak_js_1").setAttribute("value", (new Date()).getTime());
    </script>
  </p><input type="hidden" name="pum_form_popup_id" value="12556">
</form>

POST /

<form method="post" enctype="multipart/form-data" id="gform_6" action="/">
  <input type="hidden" class="gforms-pum" value="{&quot;closepopup&quot;:false,&quot;closedelay&quot;:0,&quot;openpopup&quot;:false,&quot;openpopup_id&quot;:0}">
  <div class="gform_body gform-body">
    <ul id="gform_fields_6" class="gform_fields top_label form_sublabel_below description_below">
      <li id="field_6_2" class="gfield field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_6_2"><label class="gfield_label gfield_label_before_complex">Name</label>
        <div class="ginput_complex ginput_container no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name" id="input_6_2">
          <span id="input_6_2_3_container" class="name_first">
            <input type="text" name="input_2.3" id="input_6_2_3" value="" aria-required="false">
            <label for="input_6_2_3">First</label>
          </span>
          <span id="input_6_2_6_container" class="name_last">
            <input type="text" name="input_2.6" id="input_6_2_6" value="" aria-required="false">
            <label for="input_6_2_6">Last</label>
          </span>
        </div>
      </li>
      <li id="field_6_4" class="gfield field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_6_4"><label class="gfield_label" for="input_6_4">Email</label>
        <div class="ginput_container ginput_container_email">
          <input name="input_4" id="input_6_4" type="text" value="" class="large" aria-invalid="false">
        </div>
      </li>
      <li id="field_6_3" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_6_3"><label class="gfield_label" for="input_6_3">Phone<span class="gfield_required"><span
              class="gfield_required gfield_required_asterisk">*</span></span></label>
        <div class="ginput_container ginput_container_phone"><input name="input_3" id="input_6_3" type="text" value="" class="large" aria-required="true" aria-invalid="false"></div>
      </li>
      <li id="field_6_5" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_6_5"><label class="gfield_label" for="input_6_5">Firm Type<span
            class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
        <div class="ginput_container ginput_container_select"><select name="input_5" id="input_6_5" class="large gfield_select" aria-required="true" aria-invalid="false">
            <option value="RIA">RIA</option>
            <option value="Broker-Dealer">Broker-Dealer</option>
            <option value="Hybrid">Hybrid</option>
            <option value="Insurance Agent">Insurance Agent</option>
          </select></div>
      </li>
      <li id="field_6_6" class="gfield field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_6_6"><label class="gfield_label" for="input_6_6">Anti-Spam</label>
        <div id="input_6_6" class="ginput_container ginput_recaptcha gform-initialized" data-sitekey="6LcbqEseAAAAAGk2RwHQTix0c0wWlHQo7vk5ZRfj" data-theme="light" data-tabindex="0" data-badge="">
          <div style="width: 304px; height: 78px;">
            <div><iframe title="reCAPTCHA"
                src="https://www.google.com/recaptcha/api2/anchor?ar=1&amp;k=6LcbqEseAAAAAGk2RwHQTix0c0wWlHQo7vk5ZRfj&amp;co=aHR0cHM6Ly93d3cuaW5jb21lc29sdmVyLmNvbTo0NDM.&amp;hl=en&amp;v=pn3ro1xnhf4yB8qmnrhh9iD2&amp;theme=light&amp;size=normal&amp;cb=fzeayb90kqbr"
                width="304" height="78" role="presentation" name="a-b8s9lis8utw1" frameborder="0" scrolling="no"
                sandbox="allow-forms allow-popups allow-same-origin allow-scripts allow-top-navigation allow-modals allow-popups-to-escape-sandbox"></iframe></div><textarea id="g-recaptcha-response-1" name="g-recaptcha-response"
              class="g-recaptcha-response" style="width: 250px; height: 40px; border: 1px solid rgb(193, 193, 193); margin: 10px 25px; padding: 0px; resize: none; display: none;"></textarea>
          </div>
        </div>
      </li>
      <li id="field_6_7" class="gfield gform_validation_container field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_6_7"><label class="gfield_label" for="input_6_7">Comments</label>
        <div class="ginput_container"><input name="input_7" id="input_6_7" type="text" value=""></div>
        <div class="gfield_description" id="gfield_description_6_7">This field is for validation purposes and should be left unchanged.</div>
      </li>
    </ul>
  </div>
  <div class="gform_footer top_label"> <input type="submit" id="gform_submit_button_6" class="gform_button button" value="Submit" onclick="if(window[&quot;gf_submitting_6&quot;]){return false;}  window[&quot;gf_submitting_6&quot;]=true;  "
      onkeypress="if( event.keyCode == 13 ){ if(window[&quot;gf_submitting_6&quot;]){return false;} window[&quot;gf_submitting_6&quot;]=true;  jQuery(&quot;#gform_6&quot;).trigger(&quot;submit&quot;,[true]); }">
    <input type="hidden" class="gform_hidden" name="is_submit_6" value="1">
    <input type="hidden" class="gform_hidden" name="gform_submit" value="6">
    <input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
    <input type="hidden" class="gform_hidden" name="state_6" value="WyJbXSIsIjcwZTc2MjRmMWE0YTlmOWEzYjdlNDIzNjk0Zjk3YjZmIl0=">
    <input type="hidden" class="gform_hidden" name="gform_target_page_number_6" id="gform_target_page_number_6" value="0">
    <input type="hidden" class="gform_hidden" name="gform_source_page_number_6" id="gform_source_page_number_6" value="1">
    <input type="hidden" name="gform_field_values" value="">
  </div>
  <p style="display: none !important;"><label>Δ<textarea name="ak_hp_textarea" cols="45" rows="8" maxlength="100"></textarea></label><input type="hidden" id="ak_js_2" name="ak_js" value="1670965248879">
    <script>
      document.getElementById("ak_js_2").setAttribute("value", (new Date()).getTime());
    </script>
  </p><input type="hidden" name="pum_form_popup_id" value="12542">
</form>

POST /

<form method="post" enctype="multipart/form-data" id="gform_5" action="/">
  <input type="hidden" class="gforms-pum" value="{&quot;closepopup&quot;:false,&quot;closedelay&quot;:0,&quot;openpopup&quot;:false,&quot;openpopup_id&quot;:0}">
  <div class="gform_body gform-body">
    <ul id="gform_fields_5" class="gform_fields top_label form_sublabel_below description_below">
      <li id="field_5_2" class="gfield field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_5_2"><label class="gfield_label gfield_label_before_complex">Name</label>
        <div class="ginput_complex ginput_container no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name" id="input_5_2">
          <span id="input_5_2_3_container" class="name_first">
            <input type="text" name="input_2.3" id="input_5_2_3" value="" aria-required="false">
            <label for="input_5_2_3">First</label>
          </span>
          <span id="input_5_2_6_container" class="name_last">
            <input type="text" name="input_2.6" id="input_5_2_6" value="" aria-required="false">
            <label for="input_5_2_6">Last</label>
          </span>
        </div>
      </li>
      <li id="field_5_4" class="gfield field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_5_4"><label class="gfield_label" for="input_5_4">Email</label>
        <div class="ginput_container ginput_container_email">
          <input name="input_4" id="input_5_4" type="text" value="" class="large" aria-invalid="false">
        </div>
      </li>
      <li id="field_5_3" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_5_3"><label class="gfield_label" for="input_5_3">Phone<span class="gfield_required"><span
              class="gfield_required gfield_required_asterisk">*</span></span></label>
        <div class="ginput_container ginput_container_phone"><input name="input_3" id="input_5_3" type="text" value="" class="large" aria-required="true" aria-invalid="false"></div>
      </li>
      <li id="field_5_5" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_5_5"><label class="gfield_label" for="input_5_5">Firm Type<span
            class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
        <div class="ginput_container ginput_container_select"><select name="input_5" id="input_5_5" class="large gfield_select" aria-required="true" aria-invalid="false">
            <option value="RIA">RIA</option>
            <option value="Broker-Dealer">Broker-Dealer</option>
            <option value="Hybrid">Hybrid</option>
            <option value="Insurance Agent">Insurance Agent</option>
          </select></div>
      </li>
      <li id="field_5_6" class="gfield field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_5_6"><label class="gfield_label" for="input_5_6">Anti-Spam</label>
        <div id="input_5_6" class="ginput_container ginput_recaptcha gform-initialized" data-sitekey="6LcbqEseAAAAAGk2RwHQTix0c0wWlHQo7vk5ZRfj" data-theme="light" data-tabindex="0" data-badge="">
          <div style="width: 304px; height: 78px;">
            <div><iframe title="reCAPTCHA"
                src="https://www.google.com/recaptcha/api2/anchor?ar=1&amp;k=6LcbqEseAAAAAGk2RwHQTix0c0wWlHQo7vk5ZRfj&amp;co=aHR0cHM6Ly93d3cuaW5jb21lc29sdmVyLmNvbTo0NDM.&amp;hl=en&amp;v=pn3ro1xnhf4yB8qmnrhh9iD2&amp;theme=light&amp;size=normal&amp;cb=a7hp5ol5bzh1"
                width="304" height="78" role="presentation" name="a-j23h019rxbar" frameborder="0" scrolling="no"
                sandbox="allow-forms allow-popups allow-same-origin allow-scripts allow-top-navigation allow-modals allow-popups-to-escape-sandbox"></iframe></div><textarea id="g-recaptcha-response-2" name="g-recaptcha-response"
              class="g-recaptcha-response" style="width: 250px; height: 40px; border: 1px solid rgb(193, 193, 193); margin: 10px 25px; padding: 0px; resize: none; display: none;"></textarea>
          </div><iframe style="display: none;"></iframe>
        </div>
      </li>
      <li id="field_5_7" class="gfield gform_validation_container field_sublabel_below field_description_below gfield_visibility_visible" data-js-reload="field_5_7"><label class="gfield_label" for="input_5_7">Email</label>
        <div class="ginput_container"><input name="input_7" id="input_5_7" type="text" value=""></div>
        <div class="gfield_description" id="gfield_description_5_7">This field is for validation purposes and should be left unchanged.</div>
      </li>
    </ul>
  </div>
  <div class="gform_footer top_label"> <input type="submit" id="gform_submit_button_5" class="gform_button button" value="Submit" onclick="if(window[&quot;gf_submitting_5&quot;]){return false;}  window[&quot;gf_submitting_5&quot;]=true;  "
      onkeypress="if( event.keyCode == 13 ){ if(window[&quot;gf_submitting_5&quot;]){return false;} window[&quot;gf_submitting_5&quot;]=true;  jQuery(&quot;#gform_5&quot;).trigger(&quot;submit&quot;,[true]); }">
    <input type="hidden" class="gform_hidden" name="is_submit_5" value="1">
    <input type="hidden" class="gform_hidden" name="gform_submit" value="5">
    <input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
    <input type="hidden" class="gform_hidden" name="state_5" value="WyJbXSIsIjcwZTc2MjRmMWE0YTlmOWEzYjdlNDIzNjk0Zjk3YjZmIl0=">
    <input type="hidden" class="gform_hidden" name="gform_target_page_number_5" id="gform_target_page_number_5" value="0">
    <input type="hidden" class="gform_hidden" name="gform_source_page_number_5" id="gform_source_page_number_5" value="1">
    <input type="hidden" name="gform_field_values" value="">
  </div>
  <p style="display: none !important;"><label>Δ<textarea name="ak_hp_textarea" cols="45" rows="8" maxlength="100"></textarea></label><input type="hidden" id="ak_js_3" name="ak_js" value="1670965248880">
    <script>
      document.getElementById("ak_js_3").setAttribute("value", (new Date()).getTime());
    </script>
  </p><input type="hidden" name="pum_form_popup_id" value="12524">
</form>

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