The IncomeConductor team is always working on ways to enhance the system and provide users with more value, greater ease of use, and a more comprehensive income planning experience. In anticipation of upcoming feature developments, we are taking a significant step forward by offering the ability to structure income plans aligned with calendar years.
The benefits of this update are many so in this month’s roundtable we’ll be discussing what the system changes are going to look like and how they’ll impact the planning process. We’ll be leaving plenty of time for questions as well as this update will be the most significant since the introduction of the new Dynamic Plan Editor.
Topics covered:
– Cleanly transitioning from “Plan Years” to Calendar Years
– Introducing event-based plan design
– Month-level granularity for plan events
– Teeing up for lump sum events, RMDs, surplus income, and more