The New Table Stakes: “Unified Managed Income”
Income Discovery was featured in a Retirement Income Journal article […]
White Paper on Retirement Decumulation trends – co-authored with Capgemini
In partnership with Capgemini and with active participation from leading firms […]
Paycheck in Retirement
The retirement industry will need to source retirement income from […]
Income Planning 2.0
The typical approach to retirement planning software is showing its age […]
Retirement Income Moves From Niche to Red-Hot Center of Advice
Income Discovery was featured in a WealthManagement.com article […]
Incremental Safe Income1
How advisors can increase a client’s annual retirement income by optimizing their […]
Optimized Personal Retirement Income Strategy
Maximizing a high net worth household’s after-tax safe retirement income1 Key point Generic, mass-manufactured solutions relying on simplistic assumptions work for accumulation. However, retirement income planning requires personalized solutions, co-optimizing across all available levers including Social Security, pension settlement options, lifetime income products, investment strategy, and dynamic tax efficient strategies to maximize safe after-tax retirement […]
Tax-Targeted Qualified Disbursals
Dynamic income withdrawals and Roth conversions. Income Discovery’s AI engine […]
Capital Gains Management
Tax efficiency in taxable, non-qualified accounts. One way advisors can show value […]
Delivering Personalized, Optimal Retirement Income Strategies at Scale
Personalized Retirement Income Planning is more important than ever. The transition from […]
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