IncomePro
6.2#14 in retirement planning softwareFrom $99 a monthWeb
VisitIncomePro vs Retirement Budget Calculator
Retirement Budget Calculator
7.3#4 in retirement planning softwareFrom $95 a yearFree planWeb
VisitWhat both publish
| Fact | IncomePro | Retirement Budget Calculator |
|---|---|---|
| Audience | The product is purpose-built for retirement income advisors, including independent advisors and RIAs. | The site describes the calculator as designed for people age 55 and older preparing to enter retirement. |
| Purpose | IncomePro is a software-as-a-service platform for financial advisors to create income allocation plans, retirement projections, and client reports. | The calculator helps estimate retirement budgets, life expectancy, net worth, taxes, withdrawal strategies, Roth conversions, and whether someone can retire. |
| Security | The privacy policy says data in transit uses 256-bit TLS encryption, data at rest uses AES-256, and advisor records are isolated with database-level row-level security. | The privacy policy says the company maintains security measures but cannot guarantee information will remain free from unauthorized access, use, disclosure, or alteration. |
| Support | The Starter plan includes email support, Professional includes priority support, and Enterprise includes dedicated support. | Support is offered through the Contact Us page and [email protected]; premium subscribers also receive community-portal access. |
IncomePro plans
- Starter$99 a month
- Professional$199 a month
- EnterprisePriced 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 IncomePro if…
IncomePro is purpose-built for retirement income advisors, including independent advisors and RIAs. It suits advisors needing projections, tax analysis, scenario testing, and client reports.
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.