iRetire®

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My client is SAVING for retirement
Illustrate whether a client is currently on track to achieve their retirement income goal and develop a plan for your client to help close the income gap.
Run an accumulation analysis Run an accumulation analysis
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My client is SPENDING IN retirement
Estimate the sustainable lifetime income your client could generate each year during retirement and build a plan to help your client stay on track.
Run a decumulation analysis Run a decumulation analysis

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