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Data Input

Manually enter date or import your client’s data from Redtail or Morningstar® ByAllAccounts® and view all income sources in one dashboard.
Data Input

Share Impact of Income Sources

Show clients how long their finances will last, and the impact of taxes on their retirement.

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Multi-Year Tax Map

Generate a multi-year tax map to help determine which account to draw from, and when, as well as identify key opportunities for converting to a Roth.

Multi-Year Tax Map

Side-by-Side Comparisons

Visually compare and demonstrate differences between your client’s base case and plan case on the same screen.

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Side-by-Side Comparisons

Perform Stress Tests

Test your client’s retirement strategy against a down market, Social Security benefit cuts, an early death, inflation, or a long-term care need.

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stress test

View Roth Conversion Strategies

Generate specific strategies, with suggested dollar amounts, for completing Roth conversions.

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Roth Conversions
Navigating Multiple Retirement Income Streams


Navigating Multiple Retirement Income Streams

How can you create thorough retirement strategies that add value every step of the way?

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