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