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
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.
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.”
See how the market impacts future spending, not just account balance
Money Life with Chuck Jaffe featured Income Lab Co-founder, Justin Fitzpatrick on their most recent podcast episode, “See how the market impacts future spending, not just account balance. Justin discusses that while investors and retirement savers are starting to...
Using Economic Data to Inform Retirement Income Advice
Economic data are very difficult to apply to short-term investment decisions, but research shows that these data are much more useful when forming longer-term retirement spending plans. In this webinar, we examine three representative economic indicators related to...
Retirees Have A Superpower
Morningstar's "The Long View" Podcast with Christine Benz and Jeffrey Ptak recently featured Income Lab's co-founder Justin Fitzpatrick. They had a great conversation where Justin explains the simple steps older adults can take to ensure that their assets last...
Start now with a Demo
The first truly dynamic retirement
planning technology.