“Best in Show”
XYPNLive AdvisorTech Expo 2022
SUPPORTING THE FUTURE OF FINANCIAL PLANNING WITHIN THE CURRICULUM AT
I firmly believe Income Lab is the future of retirement modeling and distribution software. Its tools are innovative and forward thinking and we are thrilled to teach this platform to our financial planning students at the University of Illinois.
-Craig Lemoine, University of Illinois
POWERFUL FEATURES
A Game-Changing Experience
A one-page interactive visualization of a client’s financial life.
portfolio withdrawals and optimize taxes.
Dynamic Retirement Income
Planning
Utilize total risk-based guardrails to help clients feel more
secure about retirement income and how they may adjust to
stay on track.
Easy Social Security
Planning
Planning
and Management
Conditions
TESTIMONIALS
What our clients are saying
Derek Tharp
Ph.D., CFP®, CLU®, RICP®
Conscious Capital, Inc.
“Income Lab has built a tool that provides truly unique insights into retirement income planning that can be implemented with clients in a scalable manner. The team at Income Lab combines good technology, a clear engagement with the retirement income planning research, and a strong business acumen in a way that really excites me about the future of Income Lab and the positive impact Income Lab can have for both advisors and the retirees they serve.”
Miriam Whiteley
CFP®, RLP®, CeFT®
LifeCraft Financial Planning, LLC
“Income Lab has been an important and wonderful addition to my tech stack. Income Lab has helped my worried clients, where percentages didn’t look good enough, see that they are okay in a way that they can understand. It aligned their finances with their decision on when to retire giving them a life of financial freedom from stress and worry.“
Keith Spencer
CFP®
Spencer Financial Planning, LLC
“Income Lab has been a game changer for me. I’ve used other financial planning software, but one thing that always bothered me is the Monte Carlo probability-of-success percentages. You put in a client’s numbers, and it spits out a probability of success. I’ve always found that to be vague and unsatisfactory, especially when it becomes client-facing. With Income Lab it’s very clear how much you can spend and the guardrails around that number.”
The Model FA Podcast “Leveraging Retirees’ Superpowers” with Justin Fitzpatrick
On the most recent episode of the Model FA podcast, Income Lab’s Co-Founder Justin Fitzpatrick, PhD, CFA, CFP® joined David DeCelle to discuss retirement income planning and the superpowers of retirees. Justin discusses common reasons adjustments are made in a...
The Perfect RIA’s “What Works Wednesday” Podcast – Dynamic Retirement Income Planning
On the most recent episode from The Perfect RIA’s “What Works Wednesday” podcast, Justin Fitzpatrick, PhD, CFA, CFP® from Income Lab joins Matt Jarvis to talk about how through their software they work to bring better outcomes and experiences to clients, and why it’s...
Introducing the winner of the #XYPNLIVE 2022 AdvisorTech Expo: Life Hub by Income Lab!
Statement from the CEO: "We are thrilled to have won the XY Planning Network 2022 XYPN AdvisorTech Expo and excited to have received so much support and encouragement from XYPN advisors. Thank you to Michael Kitces, Alan Moore, and the XYPN team for continuing to...
Start now with a Demo
The first truly dynamic retirement
planning technology.