Here are the links to today’s top stories:
Introducing Retirement Paycheck from Personal Capital
RightCapital Launches Innovative Student Loan Functionality from iReachContent.com
Fuse 2018 Begins in Miami from Orion Advisor Services
Welcome to the FPPad fintech briefing, here are the top fintech stories you need to know today brought to you by Orion Advisor Services, helping advisors experience integrated independence so you can enjoy your business again.
Personal Capital Releases “Retirement Paycheck” Feature
Optimizing retirement income just got a little easier for some investors, as Personal Capital recently announced the introduction of a feature called Retirement Paycheck to its popular online Retirement Planner tool.
Retirement Paycheck is designed to optimize how money can be withdrawn from a mix of investment and retirement income accounts which includes pensions, 401(k)s, traditional and Roth IRAs, social security benefits, and even rental and freelance income, so you get the most dollars in your pocket and pay the least amount in taxes.
Retirement Paycheck is available exclusively to Personal Capital’s advisory clients which requires a minimum account balance of $100,000 dollars.
Right Capital Adds Student Loan Planning Capabilities
The financial planning software from Right Capital recently expanded its functionality to include capabilities around student loan repayment plans. Financial advisers using Right Capital with their clients will be able to illustrate a variety of student loan repayment scenarios based on different loan types, income-driven repayment plans, Public Service Loan Forgiveness, and more.
The student loan capabilities expand on Right Capital’s popular tax planning features with the ability to generate hypothetical 1040 federal tax forms for any client with a financial plan.
Fuse 2018 Begins in Miami This Week
And finally, I’m headed to Miami this week to be a judge once again for this year’s Fuse fintech innovation event hosted by Orion Advisor Services. This will be my fifth year judging the fintech submissions, and I’ll hope to capture some of the key innovations and commentary to include in my future flash briefings.
I’ll be posting videos from Fuse next week, so be sure to subscribe to the FPPad YouTube channel so you don’t miss a thing.
I’m Bill Winterberg, and those are your fintech headlines for today from FPPad.com. Check back in with me later for more fintech news.
