Introducing RazorPlan with Decumulation
RazorPlan with Decumulation is a new optimization tool for the decumulation phase of a client’s life. It provides an unbiased recommendation on how to reduce the risk of outliving their money while achieving their after-tax lifestyle and estate goals. Built into the RazorPlan platform, this tool adds to the analysis provided by RazorPlan.
Key Features
- Automatically determine the optimal retirement withdrawal strategy to either maximize estate or maximize retirement income.
- Compares optimal strategy to conventional strategies of drawing down from Registered first or Non-registered first.
- Identifies optimal ages to start both Canada Pension Plan and Old Age Security.
- Compliments the existing retirement and estate planning strategies created in RazorPlan.
RazorPlan
RazorPlan + Decumulation
RazorPlan
$69 per month *$119 per month *$55 per month *
Create financial plans that answer a client's most pressing questions and delivers results that are easy to understand and actionable.
Create financial plans that answer a client's most pressing questions and delivers results that are easy to understand and actionable.
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RazorPlan Advanced
RazorPlan Advanced + Decumulation
RazorPlan Plus
$99 per month *$149 per month *$80 per month *
Building on the key features of RazorPlan, the Advanced version adds life insurance, rate of return, and cash flow planning features.
Building on the key features of RazorPlan, the Advanced version adds life insurance, rate of return, and cash flow planning features.
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PARTNERS & AFFINITIES
Software developed by:
