Articles from IncomeConductor

IncomeConductor, the retirement income planning platform purpose-built for decumulation, today announced a strategic partnership with RightPath, a retirement income consulting firm founded by CFP® professionals Aaron Winters and Mike Bogseth. Winters and Bogseth spent seven years driving retirement and income planning strategy inside Osaic's advisor platform before founding RightPath to bring that institutional expertise directly to independent advisors.

IncomeConductor, the leading retirement income planning platform for financial advisors, today announced a major platform update that transforms how advisors incorporate annuities into comprehensive retirement income plans. The enhancement delivers the precision and tax intelligence advisors need to build strategies around both existing annuity contracts and potential future purchases.