Income Discovery’s Founder and CEO, Manish Malhotra, recently joined a panel of experts at BNY Pershing’s annual INSITE conference to discuss “Income-Focused Retirement Planning.” The panel featured Renee Long of Pershing, Jay Charles of Luma Financial Technologies, Joseph Szalay of PIMCO, and Mike Barry of Quorum Private Wealth. Barry shared his challenges in managing retirement income distribution for households with qualified accounts and deferred compensation plans, expressing a desire for an automated solution. Malhotra introduced Income Discovery’s innovative “Paycheck in Retirement” as a potential answer, highlighting its ability to evaluate thousands of strategies to create a personalized optimal retirement income plan and its unique capability to execute these plans tax-efficiently.

Financial Advisor Magazine covered the session, showcasing Income Discovery’s Paycheck in Retirement. Malhotra elaborated on how the technology simplifies the complex decumulation process, providing retirees with seamless, tax-efficient withdrawals. By automating the withdrawal process, Income Discovery significantly enhances financial advisors’ ability to manage their clients’ retirement income efficiently.

See Article Here>>