Retirement Income software

actionable practical and scalable planning

Feature rich and easy-to-use, Wealth2k provides

software that creates the customized plan investors

need to safeguard retirement security.

  • Hybrid Time-Segmentation
  • Dynamic Bucketing
  • "Flooring" with Flexible Start Dates
  • External Income Sources
  • Flexible Inflation, ROR Assumptions
  • Target Income by Segment
  • Target Ending Balance

Want a demo of The Income for Life Model  ? Email or

Call (800) 200-9404, opt. 1


Wealth2K, Inc.

75 Arlington St. Suite 500, Boston, MA 02116  

Email:  Call: 781-989-5200


©2020 Wealth2k, Inc. All rights reserved.

The Income for Life Model, HumanRobo  and Constrained Investor are registered trademarks of Wealth2k, Inc. Timing Risk and UpSellerate are trademarks of Wealth2k, Inc.