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Retiree Income

Full company profile

uuid000ae5g

Namestring
Retiree Income
Legal namestring
Retiree, Inc.
Websiteurl
retireeincome.com
Company typeenum
Private
Founded yearint
2008
Operating statusenum
Acquired
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersLeawood, United States
HQ citystring
Leawood
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
retirement income planning, social security analysis, withdrawal strategy software, financial advisor tools, retirement optimization software
Industry3 codes
1Retirement Income Planning & Decumulation Advisory
CodeFSAEABADPrimaryYes
2Digital/Hybrid Robo-Wealth & Retirement Advisory
CodeFSAEABAKPrimaryNo
3Retirement & Pension Planning (401(k)/IRA)
CodeFSAEAAADPrimaryNo
NAICS code1 code
  • Software Publishers513210
SIC code1 code
  • Services-Prepackaged Software7372
Product category
Retirement Planning Software
Social media profiles2 records
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Software Subscriptions
TypeSubscription Recurring
Description

Financial professionals subscribe to the company's software tools (Income Solver™ and SSAnalyzer™) to provide retirement income planning services to their clients

retireeincome.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Technology or R&D, Personnel, Marketing or Sales, Operations
GTM typeB2B
B2B
Offering typeSoftware
Software
Brand1 of 2 records shown
1Income Solver™
Description

Retirement withdrawal strategy tool

retireeincome.com
+1 more record
Core offering1 text field

Retiree Income develops and sells subscription-based software tools that help financial professionals build smarter retirement income and Social Security claiming strategies for their clients. Its flagship offerings include Income Solver™ for retirement withdrawal optimization and SSAnalyzer™ for Social Security claiming analysis, all built around a proprietary Income Strategy™ methodology designed to extend portfolio longevity beyond conventional rules of thumb.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 value
  • Extend retirement up to 10 years with smart withdrawal strategy
Product overview1 text field

Retiree Income offers a suite of financial planning tools focused on retirement income optimization. The core portfolio consists of Income Solver™ (retirement withdrawal strategies), SSAnalyzer™ (Social Security claiming strategies), and Income Strategy™ (personalized retirement planning approach). The company was acquired by T. Rowe Price and merged with Social Security Solutions, Inc. (SSSI). Their products target both individual retirees and financial professionals, providing tools to maximize retirement income through optimized withdrawal and Social Security claiming strategies.

Product and service4 records
1Income Solver™
CategoryRetirement planning software
Description

Retirement withdrawal strategies software that helps financial professionals identify optimal withdrawal strategies intended to extend their clients' retirement portfolio longevity by up to 10 years, based on the proprietary Income Strategy™ methodology.

2SSAnalyzer™
CategoryRetirement planning software
Description

Social Security strategies analysis tool that provides financial professionals with guidance on optimal claiming strategies for Social Security benefits, helping clients maximize lifetime Social Security income.

3Income Strategy™
CategoryRetirement planning methodology
Description

A proprietary, smarter and more personalized retirement planning approach designed to challenge conventional wisdom and 'rules of thumb' used by traditional financial services companies and to add longevity to client portfolios.

4Financial Professional Solutions
CategoryProfessional advisory software package
Description

A bundled solution offering for financial professionals that combines Income Solver™ and SSAnalyzer™ access, positioning advisors to differentiate their practice with smarter, research-backed retirement and Social Security strategies for their clients.

Scale indicator1 record

Each record includes

Type, Value, Description, Source

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
1Boldin (formerly NewRetirement)
TypeDirect peer
Description

Boldin offers consumer-facing retirement planning software with withdrawal strategies and Social Security analysis. It is the closest direct competitor to Retiree Income, overlapping on core retirement-decumulation functionality for both consumers and advisors.

2IncomeLab
TypeDirect peer
Description

IncomeLab provides retirement-income planning software for financial advisors, focused on withdrawal strategies and guardrails — a near-functional mirror of Retiree Income's Income Solver™ offering.

3WealthTrace
TypeDirect peer
Description

WealthTrace delivers retirement and financial-planning software with Monte Carlo simulations and Social Security optimization, serving a similar advisor and DIY consumer base as Retiree Income.

4Maximize My Social Security
TypeDirect peer
Description

A specialized Social Security claiming optimization tool by SSAG, directly comparable to Retiree Income's SSAnalyzer™ product in functionality and target user.

5Empower (Personal Capital)
TypeBroad incumbent
Description

Empower, formed via the acquisition of Personal Capital, offers a broad retirement planning and wealth management platform including Social Security and withdrawal analysis, competing at a wider scale with Retiree Income's niche advisor tools.

6Morningstar
TypeBroad incumbent
Description

Morningstar provides investment research, advisor tools, and retirement income planning capabilities through its Advisor Workstation and Retirement Solutions, making it a broad incumbent with overlapping decumulation features.

7Orion Advisor Solutions
TypeBroad incumbent
Description

Orion offers advisor-facing technology including financial planning and retirement income modules, serving the same financial-advisor buyer as Retiree Income but as part of a much broader platform.

8Envestnet
TypeBroad incumbent
Description

Envestnet provides advisor technology and financial planning solutions with retirement income functionality, making it a broad incumbent alternative for advisors considering Retiree Income's tools.

9New York Life / MainStay Retirement
TypeBroad incumbent
Description

New York Life operates a large retirement and wealth advisory business with income-planning resources for clients and advisors, positioning it as a broad incumbent with overlapping retirement advisory capabilities.

10Financial Independence Hub (Social Security Tools)
TypeEmerging player
Description

A smaller advisory tool focused on Social Security and retirement-income analysis for consumers and advisors, representing a niche emerging player with partial overlap to Retiree Income's SSAnalyzer™.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature3 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Retiree Income

Retirement Planning Softwareretireeincome.com

Retiree Income firmographics

Firmographics
Name
Retiree Income
Legal name
Retiree, Inc.
Website
https://retireeincome.com
Company type
Private
Founded year
2008
Operating status
Acquired
Headcount range
1–10 employees
Ownership category
akta.pro rank

Retiree Income industry classification

Industry
Product category
Retirement Planning Software
NAICS
Software Publishers (513210)
SIC
Services-Prepackaged Software (7372)
akta.pro primary industry
Retirement Income Planning & Decumulation Advisory (FSAEABAD)
akta.pro secondary industries
Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK), Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD)

Keywords

  • Retirement income planning
  • Social security analysis
  • Withdrawal strategy software
  • Financial advisor tools
  • Retirement optimization software

Where Retiree Income is headquartered

Location

Headquarters

HQ city
Leawood
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Retiree Income business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Technology or R&D, Personnel, Marketing or Sales, Operations

Revenue model

  1. Software Subscriptions: Financial professionals subscribe to the company's software tools (Income Solver™ and SSAnalyzer™) to provide retirement income planning services to their clients

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Retiree Income product offering

Product offering

Core offering

Retiree Income develops and sells subscription-based software tools that help financial professionals build smarter retirement income and Social Security claiming strategies for their clients. Its flagship offerings include Income Solver™ for retirement withdrawal optimization and SSAnalyzer™ for Social Security claiming analysis, all built around a proprietary Income Strategy™ methodology designed to extend portfolio longevity beyond conventional rules of thumb.

Product overview

Retiree Income offers a suite of financial planning tools focused on retirement income optimization. The core portfolio consists of Income Solver™ (retirement withdrawal strategies), SSAnalyzer™ (Social Security claiming strategies), and Income Strategy™ (personalized retirement planning approach). The company was acquired by T. Rowe Price and merged with Social Security Solutions, Inc. (SSSI). Their products target both individual retirees and financial professionals, providing tools to maximize retirement income through optimized withdrawal and Social Security claiming strategies.

Differentiator

Problem solved

Functional benefit

Brands

  • Income Solver™: Retirement withdrawal strategy tool
  • SSAnalyzer™

Products and services

  • Income Solver™ Retirement withdrawal strategies software that helps financial professionals identify optimal withdrawal strategies intended to extend their clients' retirement portfolio longevity by up to 10 years, based on the proprietary Income Strategy™ methodology.
  • SSAnalyzer™ Social Security strategies analysis tool that provides financial professionals with guidance on optimal claiming strategies for Social Security benefits, helping clients maximize lifetime Social Security income.
  • Income Strategy™ A proprietary, smarter and more personalized retirement planning approach designed to challenge conventional wisdom and 'rules of thumb' used by traditional financial services companies and to add longevity to client portfolios.
  • Financial Professional Solutions A bundled solution offering for financial professionals that combines Income Solver™ and SSAnalyzer™ access, positioning advisors to differentiate their practice with smarter, research-backed retirement and Social Security strategies for their clients.

Quantifiable outcome

  • Extend retirement up to 10 years with smart withdrawal strategy

Companies that use Retiree Income

Customer profile

Segments2 records

Ideal customer profiles2 records

Retiree Income technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature3 records

Retiree Income partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Retiree Income competitors and assessment

Company assessment

Direct peers

  • Boldin (formerly NewRetirement): Boldin offers consumer-facing retirement planning software with withdrawal strategies and Social Security analysis. It is the closest direct competitor to Retiree Income, overlapping on core retirement-decumulation functionality for both consumers and advisors.
  • IncomeLab: IncomeLab provides retirement-income planning software for financial advisors, focused on withdrawal strategies and guardrails — a near-functional mirror of Retiree Income's Income Solver™ offering.
  • WealthTrace: WealthTrace delivers retirement and financial-planning software with Monte Carlo simulations and Social Security optimization, serving a similar advisor and DIY consumer base as Retiree Income.
  • Maximize My Social Security: A specialized Social Security claiming optimization tool by SSAG, directly comparable to Retiree Income's SSAnalyzer™ product in functionality and target user.

Broad incumbents

  • Empower (Personal Capital): Empower, formed via the acquisition of Personal Capital, offers a broad retirement planning and wealth management platform including Social Security and withdrawal analysis, competing at a wider scale with Retiree Income's niche advisor tools.
  • Morningstar: Morningstar provides investment research, advisor tools, and retirement income planning capabilities through its Advisor Workstation and Retirement Solutions, making it a broad incumbent with overlapping decumulation features.
  • Orion Advisor Solutions: Orion offers advisor-facing technology including financial planning and retirement income modules, serving the same financial-advisor buyer as Retiree Income but as part of a much broader platform.
  • Envestnet: Envestnet provides advisor technology and financial planning solutions with retirement income functionality, making it a broad incumbent alternative for advisors considering Retiree Income's tools.
  • New York Life / MainStay Retirement: New York Life operates a large retirement and wealth advisory business with income-planning resources for clients and advisors, positioning it as a broad incumbent with overlapping retirement advisory capabilities.

Emerging players

  • Financial Independence Hub (Social Security Tools): A smaller advisory tool focused on Social Security and retirement-income analysis for consumers and advisors, representing a niche emerging player with partial overlap to Retiree Income's SSAnalyzer™.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Retiree Income social profiles

Digital presence

Retiree Income financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Retiree Income leadership team

Management profile

Number of profiles

Retiree Income funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Retiree Income M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Retiree Income

What does Retiree Income do?

Retiree Income develops and sells subscription-based software tools that help financial professionals build smarter retirement income and Social Security claiming strategies for their clients. Its flagship offerings include Income Solver™ for retirement withdrawal optimization and SSAnalyzer™ for Social Security claiming analysis, all built around a proprietary Income Strategy™ methodology designed to extend portfolio longevity beyond conventional rules of thumb.

Is Retiree Income a public or private company?

Retiree Income is a private company. It is classified as corporate owned and is currently acquired.

When was Retiree Income founded?

Retiree Income was founded in 2008. It employs 1 to 10 people.

Where is Retiree Income based?

Retiree Income is headquartered in Leawood, United States, in the North America region.

How does Retiree Income make money?

One revenue line is on record: software Subscriptions.

Who are Retiree Income's main competitors?

Direct peers on record are Boldin (formerly NewRetirement), IncomeLab, WealthTrace and Maximize My Social Security. Broad incumbents are Empower (Personal Capital), Morningstar, Orion Advisor Solutions, Envestnet and New York Life / MainStay Retirement. Financial Independence Hub (Social Security Tools) is listed as an emerging player.

Does Retiree Income have an API?

No public API is recorded for Retiree Income.

What industry is Retiree Income in?

Retiree Income's product category is Retirement Planning Software. Its primary akta.pro industry code is FSAEABAD, Retirement Income Planning & Decumulation Advisory, with a secondary code of FSAEABAK, Digital/Hybrid Robo-Wealth & Retirement Advisory. Its NAICS code is 513210 and its SIC code is 7372.

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Live signals
PR NewswireT. ROWE PRICE COMPLETES ACQUISITION OF RETIREE, INC.T. Rowe Price Group, Inc. has completed the acquisition of Retiree, Inc., a fintech firm specializing in retirement income planning software. The transaction allows T. Rowe Price to integrate Retiree's technology and expand its capabilities in providing innovative solutions for client retirement outcomes. Specific financial terms of the deal were not disclosed.YahooT. Rowe (TROW) to Buy Retiree, Ups Retirement Planning AbilityT. Rowe Price Group announced a definitive agreement to acquire Retiree, Inc., a fintech firm specializing in retirement income planning software, with the deal expected to close in the second quarter of 2023. This acquisition aims to integrate Retiree's tax-aware planning tools into T. Rowe Price's existing multi-asset investing capabilities to offer comprehensive retirement solutions for investors and financial professionals. The move aligns with T. Rowe Price's strategy to expand its offerings in accessible retirement advice following previous growth initiatives such as the acquisition of Oak Hill Advisors.PR NewswireT. ROWE PRICE TO ACQUIRE RETIREE, INC., BOLSTERING RETIREMENT INCOME CAPABILITIEST. Rowe Price announced a definitive agreement to acquire Retiree, Inc., a fintech firm specializing in retirement income planning software, with the transaction expected to close in the second quarter of 2023. This acquisition aims to bolster T. Rowe Price's capabilities by integrating Retiree's tax-aware income planning tools into its existing suite of retirement solutions for investors and financial professionals.PR NewswireNew Research Shows How The Average Retiree May Be TorpedoedNew research published in the Journal of Financial Planning reveals that up to 20 million American retirees may face marginal tax rates as high as 40.7% when federal taxes and Social Security taxes are combined, a phenomenon researchers call the "tax torpedo." The study, authored by William Reichenstein of Baylor University and William Meyer, CEO of Retiree, Inc., demonstrates how strategically combining Social Security claiming decisions with tax-efficient withdrawal strategies can extend retirees' portfolio longevity by 9 to 17 years. The authors are promoting the research through Retiree, Inc.'s website as a tool to help retirees and financial planners navigate tax planning during the temporarily lower tax brackets through 2025.PR NewswireIncome Strategy™ Platform Launches - Now Boomers Can Maximize and Manage Retirement IncomeRetiree Inc. launched IncomeStrategy.com, a specialized retirement income management software platform, following 10 years of development incorporating current tax code and Social Security calculations.PR NewswireNew Interactive Tool Shows Americans How Their Savings Will be Impacted by Trump's Proposed Tax ChangesRetiree Income, a retirement income planning software company based in Leawood, Kansas, launched an interactive calculator called "The Trump Tax Test" to help Americans evaluate how President Trump's proposed tax changes might affect their retirement savings. The tool allows users to input details about their current retirement savings situation to receive a personalized impact report. The company's founders, William Reichenstein and William Meyer, built the tool around their research published in The Financial Analysts Journal, which challenges conventional wisdom on retirement withdrawal strategies.PR NewswireExperts Prove Most Financial Advisors Aren't Giving the Best Retirement AdviceRetirement planning experts William Reichenstein and William Meyer published research challenging conventional wisdom on tax-efficient retirement withdrawals, demonstrating that the common strategy of depleting one account type at a time is not optimal. Their study, published in The Financial Analysts Journal, shows that drawing from multiple accounts concurrently while considering progressive tax rates and using Roth conversions can extend portfolio longevity by more than six years. The research was released through Retiree Income, a company they founded to provide smarter, more personalized retirement income planning software.GlobeNewswireThe Wall Street Journal Names Retiree Income 'Favorite' Income-Planning ToolThe Wall Street Journal named Retiree Income its favorite income-planning tool, citing its tax-efficient withdrawal strategy. The company's Retirement Benchmark software analyzes assets to recommend optimal withdrawal orders, potentially extending portfolio life by 10 years or more. The article highlights the need for such planning as 10,000 baby boomers retire daily.GlobeNewswireKiplinger Recommends Retiree Inc. for Reducing Taxes in RetirementKiplinger recommended Retiree Inc. for tax-efficient retirement withdrawals, citing its software and methodology that can reduce taxes and add up to 30% more income. The company's Retirement Benchmark plan starts at $500, and its research is scheduled for publication in spring 2012.