michael.pendergrass
Acronym
Income Lab
Product ID
Retirement-Income-Management-Software
Description
Manage retirement spending adjustments and tax-smart distributions.
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Details
- Give clients clear information on how much they can spend and what changes in their portfolio balance could make it prudent to adjust that spending. Automatically update and monitor plans so that clients always know where they stand.
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Details
- Stress test retirement income plans through some of the worst times in history to see how a plan would have adjusted income, withdrawals, and spending to weather tough times. Often, adjustments are smaller and more temporary than expected!
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Details
- Give clients an interactive 1-page view of their entire financial life, including how their plan produces retirement income from different sources - down to the account level. Explore the plan timeline to see how and when goals are reached.
Features
Manage retirement spending adjustments and tax-smart distributions:
- Build, deliver, stress test, and monitor retirement adjustment plans
- Explore and demonstrate the value of tax-smart distribution strategies
- Deliver a compelling, interactive view of clients' financial lives
Vendors
Management Style
Schwab Products
Section
Solution