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On the recordRead 9 Oct 202613 facts
Income Solver
Overland Park, Kansas
Plans and prices
Custom Team
Priced on request
multi-license · group pricing and support options by inquiry
Read 9 Oct 2026 · troweprice.com
On the record
- Audience
- The listed plans are for financial professionals, with a separate multi-license option for teams and organizations.troweprice.com · read 9 Oct 2026
- Integrations
- The product page says Income Solver integrates with current financial planning software and uses existing client data to generate custom strategies.troweprice.com · read 9 Oct 2026
- Investment management
- The software supports household-based rebalancing, asset location, model portfolios, annuities, and one-click trade recommendations.troweprice.com · read 9 Oct 2026
- Pricing access
- A secure financial professional login or registration is required to view individual subscription pricing or purchase a plan.troweprice.com · read 9 Oct 2026
- Provider
- Income Solver is offered by Retiree, Inc., a wholly owned subsidiary of T. Rowe Price Group, Inc.troweprice.com · read 9 Oct 2026
- Purpose
- Income Solver creates retirement income plans that coordinate investments, Social Security, and withdrawals.troweprice.com · read 9 Oct 2026
- Security
- T. Rowe Price says its network uses firewall and intrusion-prevention systems and its web applications use SSL/TLS encryption; its site may also offer multifactor authentication.troweprice.com · read 9 Oct 2026
- Social Security
- Every Income Solver license includes SSAnalyzer for comparing claiming strategies and analyzing lifetime benefits.troweprice.com · read 9 Oct 2026
- Strategy analysis
- The tool evaluates up to 50,000 strategies to build tax-efficient retirement income plans.troweprice.com · read 9 Oct 2026
- Tax features
- Features include Roth conversions and liquidation sequencing to help manage tax burdens, Medicare surcharges, required minimum distributions, and Social Security taxation.troweprice.com · read 9 Oct 2026
- Trial
- Complimentary three-week trial access is offered to people who attend a live weekly demonstration.troweprice.com · read 9 Oct 2026
- Withdrawal planning
- Its customizable framework analyzes cash flow, taxes, and investments and supports risk monitoring and rebalancing.troweprice.com · read 9 Oct 2026
