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TECHNOLOGY PROVIDERS Retirement Income
INCOMECONDUCTOR
RMD, Roth Conversion and Tax Optimization
This industry-first initiative by IncomeConductor analyzes and compares the tax, RMD, and IRMAA impacts of liquidation orders on client accounts and other sources of income, fully integrated within a time-segmented retirement income plan. This helps optimize the plan by avoiding unnecessary taxes, excess RMDs, and IRMAA surcharges, while advisors may apply constraints based on client goals. Advisors can choose to consume excess RMDs, reinvest them into the plan, or analyze Roth conversion strategies. The dynamic editor allows clients to see the impact of each decision in real-time, including the impacts on Social Security claiming decisions.
The leading time-segmented solution that empowers advisors, firms and individuals internationally to plan for retirement more simply, more accurately, and more reliably.
234 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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