This is an excellent retirement income software tool that I feel compliments any of the current financial planning ‘accumulation’ tools. It has a strong executive summary piece, and helped turn my meeting into a great solution for my clients – saving them thousands of dollars in taxes.

How you draw down your retirement savings
could save you thousands — this program proves
it. Here's a valuable tool focused on finding the
'winning strategy' in using your retirement
savings at the right time.

When I signed up to use this solution, I found it quite simple to input my data by following the guided question-based format. What impressed me most, however, was how the system presented different decumulation strategies and quantified each one by showing me the residual value of my estate in each case. Your system showed me how a strategy that was not intuitive to me was my best option – one that I would not have modelled myself because it seemed to run counter to conventional wisdom.

This allows us to determine the best course of action from an income tax and estate standpoint. This aligns perfectly with our practice as we are able to manage our clients’ investments towards these outcomes and offer the estate protection programs to simplify and maximize the intergenerational wealth transfers.