Wealth2k, Inc.

Rachel Fox December 1, 2015 Video Tutorials / Tutorials

The Impact of Income Taxes on a Retirement Income Distribution Plan:      

It Doesn't Have to be Complicated

Beginning December 1, 2015 the new Income Tax Report will Make Life Easier
When the industry's top solution for retirement income distribution gets even better, it's big news. Starting December 1, most registered users of The Income for Life Model will gain access to Wealth2k's innovative new income tax module. 

The income tax module focuses on the income tax rate that really matters in practice; the retiree's Effective Income Tax Rate.

You'll  have three ways to easily calculate the effective rate. And, in just seconds, you'll be able to generate a personalized Income Tax Summary report that will help you to quickly explain to clients the impact of income taxes.

Lightning-fast data input and calculation:
  1. Enter the percentage of assets the client has in qualified, non-qualified and tax-free accounts; the effective income tax rate is then calculated 
  2. If you know the amount of the client's Ordinary and Capital Gains income, access our new "look-up table" to instantly see the effective income tax rate 
  3. If you already know the client's effective tax rate, simply enter it in a field
Wealth2k designed the new income tax module to SAVE YOU TIME while presenting a realistic picture of the impact of income taxes. We've created an easy-to-present Income Tax Summary Report that is prepared every time you create The Income for Life Model Personalized Analysis.


Watch an overview on how to use it HERE

Rachel Fox August 25, 2015 Video Tutorials / Tutorials

For a video replay of the IFLM Effective Tax Rate webinar held on 8/19/15 please click HERE

Rachel Fox July 28, 2015 Announcements

Retirement income planning and the universal fiduciary debate are issues that are very much linked. Wealth2k's report addresses this assertion. You may download the Wealth2k report here. 


Rachel Fox March 11, 2015 Announcements

The Bank Insurance & Securities Association (BISA) awarded its 2015 Technology Innovation Award to The Income for Life Model®. According to BISA, “The award is designed to recognize leadership in the advancement of the financial services industry's products, services and platforms through technology innovation.” Said Wealth2k Founder & CEO, David Macchia, “Wealth2k is grateful for BISA’s recognition of The Income for Life Model®.  The award is a testament to the dedication of Wealth2k’s people who have developed an industry-leading retirement income solution that is both innovative and highly effective for the financial advisors who rely upon it.”

Rachel Fox January 7, 2014 Announcements

InvestmentNews names web-based lead-generation solution as industry’s top digital communications product.

OCTOBER, 18-BOSTON, MA — InvestmentNews has selected Social Security Wise™ as recipient of the 2013 Retirement Income Communications Award. The award was presented at the October conference of the Retirement Income Industry Association in Austin, TX.

With 161,000,000 covered workers, Social Security is a vital component of an investor’s overall strategy for generating retirement income. The financial services industry has clearly recognized the importance of Social Security and has devoted significant resources to the development of educational tools and claiming strategy comparison programs.  Most of the client prospecting programs available to financial advisors, however, are traditional, paper-based tools. In spite of an almost universal need among advisors for improved online consumer education and lead-generation there’s been little introduced in the way of high-end, web-based tools to help advisors capitalize on the $20Trillion retirement income planning opportunity.

According to Wealth2k Founder & CEO, David Macchia, “Social Security Wise™ bridges a critical gap in the marketplace. It serves as the digital bridge that joins millions of potential clients with the financial advisors who wish to provide retirement income planning services. It’s not a matter of whether or not advisors must improve their digital communications strategies. The need for them to do so is already beyond question. The best prospects for retirement income planning services are online. Advisors who fail to meet prospects where they wish to be met are guaranteed to lose out to competitors who do.”

Social Security Wise™ will strengthen any prospecting method an advisor currently uses. Moreover, it enables advisors to implement more creative prospecting strategies including Google AdWords and prospecting via social networking. Social Security Wise™ provides an instant upgrade to the financial advisor’s online image, enhances the advisor’s credibility in the retirement income market and enables the advisor to engage prospective clients on mobile devices. “The user experience delivered by Social Security Wise™ is unmatched,” says Macchia.

For a monthly cost of $45 financial advisors may obtain a license to implement Social Security Wise™. Advisors receive a personalized, consumer-facing Social Security Learning Center as well as a fully-integrated suite of marketing components.

Advisors signup for Social Security Wise™ at www.sswise.com. A sample of the consumer experience may be found at www.sample.sswise.com.

For additional information contact Jason Ray, Managing Director at 781-222.3039


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