Press release
T. ROWE PRICE UNVEILS INNOVATIVE RETIREMENT INCOME TOOL FOR ADVISORS
"Income Solver" can help extend a client's income in retirement an additional seven years or $1 million after taxes, research saysBALTIMORE, Jan. 14, 2026
About this update from T. Rowe Price Group, Inc.
[{"type":"text","content":"\"Income Solver\" can help extend a client's income in retirement an additional seven years or $1 million after taxes, research saysBALTIMORE, Jan. 14, 2026 /PRNewswire/ -- T. Rowe Price (NASDAQ-GS: TROW), a global asset management firm and a leader in retirement, has launched Income Solver® through its fintech subsidiary Retiree Inc., a software tool that helps financial advisors differentiate their practice by elevating retirement planning with advanced, multi-dimensional withdrawal strategies. The software helps financial advisors develop personalized withdrawal strategies for their clients, which coordinate their clients' withdrawals from investment assets, Social Security, Medicare premiums, and other income sources while seeking to minimize the impact of complex tax rules. These outcomes are rooted in a proprietary methodology that our research indicates can help extend a client's retirement income up to an additional seven years or $1 million after taxes.\n \n \n \n \n \n \n \n\"A 'set it and forget it' approach does not work once someone is in the decumulation phase of life and needs income to live on,\" said Bill Meyer, Head of Retiree Inc. \"Income Solver is different from other financial planning software by dynamically analyzing and implementing the withdrawal sequence every year, which has the potential to add significant portfolio longevity.\"Income Solver enables advisors to:Provide clients with the details they need to generate income in retirementSave time and reduce manual errors by letting Income Solver test thousands of withdrawal strategies and deliver a curated list to reviewPresent advanced planning techniques, such as Roth conversions and household level rebalancing, for greater tax efficiencyManage fluctuating retirement cashflows, while navigating complex tax rules affecting required minimum distributions, Social Security, and Medicare premiumsOptimize Social Security claiming with the embedded SSAnalyzer® toolStreamline the planning process and spend more time engaging with clients regularly through planning check-insThe addition of Retiree, Inc.'s Income Solver builds on T. Rowe Price's robust suite of retirement income solutions for advisors and is supported by \"Solving the Retirement Income Puzzle,\" an educational program that provides advisors with content they can use to teach and assist pre-ret...