Dead Simple Retirement Distribution Planning.
Distro makes it easy for advisors to quickly build, visualize, and manage retirement distribution plans for their clients.
The Distro Way
Robust Retirement Plans in Minutes
Distro's proprietary retirement distribution planning algorithm gives you a robust launching off point for accounts of any size or compleity.
Our algorithm works to ensure each plan maximally meets your client's needs while minimizing their lifetime taxes paid.
John & Jane Doe
Bank of America
Brokerage
$774,859
Vanguard
Roth IRA
$328,274
Vanguard
Traditional 401k
$1,252,347
Maximum Returns, Minimum Taxes
We help your clients stretch their dollars by accounting for expected rates of returns, changing market conditions, and interactive client expense planning throughout their retirement.
John and Jane Doe with gross account balances in the $1.5-2M range will save over $85k throughout the life of their plan using Distro's retirement strategy vs. a traditional retirement strategy.
Lifetime Taxes Paid
Base Needs: $130,000
Inflation: 4%
Adaptable, Customizable
Distro accomodates clients of any size; our algorithms are built to handle an unlimited number and type of assets, incomes, and planned expenses.
We make it easy to build tailored plans to each of your clients while empowering advisors to build scenarios, bake in planned expenses, and quickly iterate & customize Distro's base generated plans.