Income Solver

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21-day trialprice, as published
Oct 9, 2026read on

What Income Solver costs

Custom Team Not published

As troweprice.com publishes them, read Oct 9, 2026. Fees, tax and exchange rates can differ when you pay; check the provider's own page first.

Its statement

Free plan: No
Free trial: Yes
Runs on: iPhone Android Web
Facts on record: 13

Facts we read

AudienceThe listed plans are for financial professionals, with a separate multi-license option for teams and organizations. · troweprice.com, Oct 9, 2026
HeadquartersOverland Park, Kansas · troweprice.com, Sep 28, 2026
IntegrationsThe product page says Income Solver integrates with current financial planning software and uses existing client data to generate custom strategies. · troweprice.com, Oct 9, 2026
Investment managementThe software supports household-based rebalancing, asset location, model portfolios, annuities, and one-click trade recommendations. · troweprice.com, Oct 9, 2026
Pricing accessA secure financial professional login or registration is required to view individual subscription pricing or purchase a plan. · troweprice.com, Oct 9, 2026
ProviderIncome Solver is offered by Retiree, Inc., a wholly owned subsidiary of T. Rowe Price Group, Inc. · troweprice.com, Oct 9, 2026
SecurityT. 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, Oct 9, 2026
Social SecurityEvery Income Solver license includes SSAnalyzer for comparing claiming strategies and analyzing lifetime benefits. · troweprice.com, Oct 9, 2026
Strategy analysisThe tool evaluates up to 50,000 strategies to build tax-efficient retirement income plans. · troweprice.com, Oct 9, 2026
Tax featuresFeatures include Roth conversions and liquidation sequencing to help manage tax burdens, Medicare surcharges, required minimum distributions, and Social Security taxation. · troweprice.com, Oct 9, 2026
TrialComplimentary three-week trial access is offered to people who attend a live weekly demonstration. · troweprice.com, Oct 9, 2026
Withdrawal planningIts customizable framework analyzes cash flow, taxes, and investments and supports risk monitoring and rebalancing. · troweprice.com, Oct 9, 2026