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SPECIFICTION
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Income Solver

troweprice.com

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Spec score 7.4 #19 of 26 in Retirement Planning Software

Spec sheet

Purpose
Income Solver creates retirement income plans that coordinate investments, Social Security, and withdrawals.Read 9 Oct 2026 · troweprice.com
Audience
The listed plans are for financial professionals, with a separate multi-license option for teams and organizations.Read 9 Oct 2026 · troweprice.com
Trial
Complimentary three-week trial access is offered to people who attend a live weekly demonstration.Read 9 Oct 2026 · troweprice.com
Integrations
The product page says Income Solver integrates with current financial planning software and uses existing client data to generate custom strategies.Read 9 Oct 2026 · troweprice.com
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.Read 9 Oct 2026 · troweprice.com
Headquarters
Overland Park, KansasRead 28 Sep 2026 · troweprice.com
Investment management
The software supports household-based rebalancing, asset location, model portfolios, annuities, and one-click trade recommendations.Read 9 Oct 2026 · troweprice.com
Pricing access
A secure financial professional login or registration is required to view individual subscription pricing or purchase a plan.Read 9 Oct 2026 · troweprice.com
Provider
Income Solver is offered by Retiree, Inc., a wholly owned subsidiary of T. Rowe Price Group, Inc.Read 9 Oct 2026 · troweprice.com
Social Security
Every Income Solver license includes SSAnalyzer for comparing claiming strategies and analyzing lifetime benefits.Read 9 Oct 2026 · troweprice.com
Strategy analysis
The tool evaluates up to 50,000 strategies to build tax-efficient retirement income plans.Read 9 Oct 2026 · troweprice.com
Tax features
Features include Roth conversions and liquidation sequencing to help manage tax burdens, Medicare surcharges, required minimum distributions, and Social Security taxation.Read 9 Oct 2026 · troweprice.com
Withdrawal planning
Its customizable framework analyzes cash flow, taxes, and investments and supports risk monitoring and rebalancing.Read 9 Oct 2026 · troweprice.com

Plans and prices

Custom Team Priced on request multi-license · group pricing and support options by inquiry Read 9 Oct 2026 · troweprice.com

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Where Specifiction places it

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