Income Planning 2.0

Create fully integrated retirement income strategies with one simple click.

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The One-Click Plan Engine

Quickly deliver a fully integrated income strategy for each client.

No toggling levers in isolation, Income Planning 2.0
simultaneously optimizes across all these factors to find the
smartest path

Easily adjustable for planning updates, client feedback, or market change

Integrated Roth conversion analysis to maximize long-term tax efficiency

Auto-calculates safe income levels at 90% confidence

One-click plan generation aligned with advisor-specific client objectives

Tax-targeted distribution sequencing from tax-deferred, taxable, and Roth accounts

Investment portfolio allocation and annuity allocation for lifetime income

Social Security claiming

Tax Optimized

Seamless Integration

Solutions specialized to meet your needs

Our solutions are available as a white label UI or API. All are customizable, flexible, and designed to provide value across multiple market segments. Each solution is built for quick integration.

Higher Safe Income

Personalized Strategies

Explore How Income Discovery Can Help Your Business Grow

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