Changing the conversation from retirement planning
to retirement income planning
Cascades is a retirement income planning calculator that once submitted, creates a report that demonstrates the value of planning advice by revealing the income tax savings of competing withdrawal strategies.
The Value of Advice
No Steep Learning Curve
How the calculation process works
It all starts with a unique planning philosophy
Our strategies first focus on a creating a sustainable income. We use the most recent actuarial tables to determine one’s average mortality, and then make sure retirement income lasts beyond this age. Then we optimize projected cash flows by comparing three competing withdrawal strategies to determine which accounts should be drawn down first and which are better left last. After that, we generate a list of key factors to take into consideration.
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Pricing Options for Individuals, Advisors, and Enterprise
Unlimited adjustments within 30 days
Up to 300 households included
White Labeled Reports
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