Wealth2K, Inc.

75 Arlington St. Suite 500, Boston, MA 02116  

Email: support@wealth2k.com  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.

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 support@wealth2k.com or

Call (800) 200-9404, opt. 1