Income Solver
5.5#26 in retirement planning softwareWeb
VisitIncome Solver vs Retirement Budget Calculator
Retirement Budget Calculator
7.3#4 in retirement planning softwareFrom $95 a yearFree planWeb
VisitWhat both publish
| Fact | Income Solver | Retirement Budget Calculator |
|---|---|---|
| Audience | The listed plans are for financial professionals, with a separate multi-license option for teams and organizations. | The site describes the calculator as designed for people age 55 and older preparing to enter retirement. |
| Purpose | Income Solver creates retirement income plans that coordinate investments, Social Security, and withdrawals. | The calculator helps estimate retirement budgets, life expectancy, net worth, taxes, withdrawal strategies, Roth conversions, and whether someone can retire. |
| 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. | The privacy policy says the company maintains security measures but cannot guarantee information will remain free from unauthorized access, use, disclosure, or alteration. |
| Social Security | Every Income Solver license includes SSAnalyzer for comparing claiming strategies and analyzing lifetime benefits. | The Social Security Maximizer calculates suggested claiming dates and estimates personal and spousal benefits, lifetime benefits, lifetime taxes, and end-of-life liquid assets. |
Income Solver plans
- Custom TeamPriced on request
Retirement Budget Calculator plans
- Free Plan (lifetime)Free
- Free PlanFree
- Premium Plan$9.95 a month
- Premium Plan (monthly)$9.95 a month
- Premium Plan$95 a year
- Premium Plan (yearly)$95 a year
Pick Income Solver if…
It is designed for financial professionals building retirement plans and comparing income, tax, investment, and Social Security scenarios. Team and organization licensing is available by inquiry.
Pick Retirement Budget Calculator if…
Its stated audience is people age 55 and older preparing for retirement. Access is currently reserved for individuals and families working directly with Parker Financial LLC, so it is not available to new users generally.