RetirementAdvisorPro provides retirement planning and IRMAA software designed for financial advisors, retirement planners, and Medicare specialists. Its platform helps professionals explain how income decisions can affect clients’ Medicare costs and broader retirement plans.

The software models Medicare Part B and Part D premiums, IRMAA brackets, and potential surcharges using income projections. Advisors can connect these calculations with Social Security claiming strategies, tax planning, Roth conversions, capital gains, and withdrawal sequencing, including analysis across multiple years. The platform also supports comparisons of Medicare Advantage and supplemental coverage costs, helping clients consider their overall Medicare expenses.

Additional tools include AI-assisted client onboarding, Social Security benefit and spousal strategy analysis, Roth conversion modeling, client insights, and professional reports for presentations and documentation. RetirementAdvisorPro also offers advisor website services, practice coaching, SEO services, and compliance support features such as report generation and audit trails. The company provides subscription options for individual advisors, team pricing, onboarding, training, and support. Advisors can also request a demonstration or submit a case for customized planning assistance.