Tired of Explaining Spend-Down Deficiency?
Show clients how well their retirement holds up.
The Roadmap generates a detailed 30+ year retirement spend-down table.
It includes tax-qualified and non-tax-qualified assets, Required Minimum Distributions (RMDs), Social Security Income (SSI), and passive income streams to provide a clear and comprehensive financial forecast for your clients.
Learn More About Features
Current users show this to every client
Show your client the details of the best case spend-down scenario of their current plan.
The Roadmap's unique value proposition lies in its specific focus on generating a comprehensive and detailed 30+ year retirement spend-down table that seamlessly integrates all the critical components of retirement income. This level of detail and integration, particularly in a table format, could offer a significant advantage for advisors who need to clearly illustrate income sustainability and asset depletion over extended retirement periods to their clients.
Key Features
Comprehensive Spend-Down Table
Generate a detailed 30+ year table that visualizes a client's financial trajectory throughout their retirement.
Holistic Financial Picture
Incorporate all crucial elements, including assets, RMDs, Social Security, and passive income.
Easy to Use
A web-based application that is accessible and easy to integrate into your existing workflow.
What Our Users Say
Taxes can dramatically erode retirement income—but they don’t have to. The Retirement Tax Analyzer empowers me to clearly show clients how taxes impact qualified plan distributions—and more importantly, how to reduce that liability by up to 77% using strategic, tax-smart planning.
With over 30 years of experience, I’ve found no better tool for transforming complex tax conversations into clear, actionable insights. It helps clients see how they can convert gross income into net income—and keep more of what they’ve earned.
For advisors committed to delivering real value, this tool is a must
Chip Slaughter
Managing Director, NC Physicians Retirement at Blackbridge Financial
Ready to build trust and enhance client communication?
Start using The Roadmap today to provide your clients with the clear, long-term retirement income projections they need.
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