The First Truly Dynamic
Retirement Planning
Technology
“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
Change retirement
planning
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.
portfolio withdrawals and optimize taxes.
portfolio withdrawals and optimize taxes.
Easy Social Security
Planning
Planning
and Management
Conditions
TESTIMONIALS
What our clients are saying
“The technology is easy-to-use, utilizes true performance data analysis and accurate historical inflation assumptions. Our clients find the outputs extremely friendly, intuitive and digestible.”
“My clients were impressed and felt a new confidence with the power and depth of the analytics applied to generate their plan as well as the tracking and alerts embedded to keep them on track over time.”
“What stood out to our advisors was Income Lab’s ability to conduct retirement planning in real-time with the client, something other software providers do not have.”
How Monte Carlo Can Understate Retirement Income Risk Compared To Historical Simulation
Kitces published a great article co-authored by Derek Tharp and Income Lab co-founder, Justin Fitzpatrick. In the article they explore how Monte Carlo simulation can actually *understate* retirement income risk relative to historical simulation at probability of...
Is California a low-tax state for Retirees? Looking beyond top marginal state tax rates.
The state where you retire can have a big impact on your standard of living in retirement. But understanding that impact goes far beyond looking at top marginal tax brackets. States often have special provisions specifically designed to lower the tax burden on...
Simplifying Retirement Income Planning Visualization Using The ‘Spending Risk Curve’
Today, Kitces published a great article co-authored by Derek Tharp and Income Lab co-founder, Justin Fitzpatrick. Here are a few of the main points: “Spending Risk Curves” can be very useful for an advisor to gain a higher-level understanding of a client’s financial...
Start now with a Demo
The first truly dynamic retirement
planning technology.