iRetire®

Retirement income planning technology offered exclusively for
Financial Professionals, for use alongside clients.
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My client is SAVING for retirement
Illustrate whether a client is currently on track to achieve their retirement income goal and develop a plan for your client to help close the income gap.
Run an accumulation analysis Run an accumulation analysis
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My client is SPENDING IN retirement
Estimate the sustainable lifetime income your client could generate each year during retirement and build a plan to help your client stay on track.
Run a decumulation analysis Run a decumulation analysis

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Change is constant. Time passes. Markets move. Client's needs and expectations evolve. Yet, establishing and revisiting a plan for retirement as things change can be daunting – leading to missed opportunities to realign with your clients’ lives, and goals.

BlackRock’s iRetire® changes that.

With iRetire you can quickly and easily assess the feasibility of your client's retirement income goals, build trust and add value by exposing potential gaps in their current savings and investing strategies and align on a new plan based on a number of inputs, including held-away assets – to help ensure they’re on a path to meet their retirement income goals.

Use the iRetire decumulation module to help guide retired clients and prospects toward balancing today’s income needs with those that may arise in the future.

Change the dialogue with clients and prospects by downloading personalized, client-ready reports to help kick-start the conversation around retirement – connecting the dots between their finances and their lifetime income goals.

Use iRetire today to help strengthen relationships and make planning an easy, continuous process.

Estimate retirement income in minutes

Use iRetire as a fast and repeatable way to kick start the conversation around retirement income. Quickly illustrate how you’ll help clients and prospects navigate tradeoffs in how they save, spend and invest to and through retirement.

Watch this short video to learn more.

3 ways financial professionals are using iRetire

Engage clients and prospects Efficient planning and reporting Customize the client experience
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Have more productive conversations

The iRetire tool can be effective as both a conversation starter with prospects and as a re-engagement tool with existing clients. With just a few inputs, show prospects and clients the relationship between their savings and the income they want in retirement, opening a dialogue about their financial picture.
Run analysis Run analysis
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Guide the journey through retirement with regular check-ins

Better leverage your time by instantly producing easy to understand, downloadable results in three simple steps. Use the client ready report to illustrate the impact of tradeoffs to help clients and prospects make informed decisions about saving, spending, and investing.
Review best practices Review best practices
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Access more model portfolios with iRetire

iRetire gives you access to the full suite of BlackRock model portfolios giving you greater flexibility to customize your client’s investment choices as you help them build toward their retirement income goals.
Explore models Review best practices
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What makes the iRetire tool unique?

iRetire leverages BlackRock’s CoRI® technology to help create robust, retirement-focused investment plans. Investment selections are monitored using the analytic power of BlackRock’s Aladdin® platform, the same risk technology relied on by many of the world’s largest financial institutions.
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