We call this module “Optimize” because it considers your unique situation, compares multiple options and enables you to select a smarter income strategy in retirement. Years of research and innovation will get you more money in your retirement.
Our proprietary software does all the heavy lifting so you can –
- Understand why your “top” income strategy can beat “conventional wisdom”
- Create, compare and analyze different withdrawal strategies based on different scenarios you may face in retirement
- Continually re-evaluate your strategy as your situation changes during retirement
- Receive access to premium strategies we customized for you (Premier Only)