The First Truly Dynamic

Retirement Planning
Technology

OUR COMMITMENT TO THE FUTURE
Income Lab is committed to enriching retirement income research and the teaching of retirement income planning. We are proud to partner with the following educational institutions to provide pro bono accounts to students.

“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

Life Hub

A one-page interactive visualization of a client’s financial life.

Learn more
Tax-Smart Distribution
Planning
Comprehensive and easy way to analyze how to source
portfolio withdrawals and optimize taxes.

Learn more →

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.

Learn more

Tax-Smart Distribution
Planning
Comprehensive and easy way to analyze how to source
portfolio withdrawals and optimize taxes.

Read the blog article

Easy Social Security
Planning

Intelligent Longevity
Planning
Automated Plan Monitoring
and Management
Economic and Market
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.”

John Cadigan

Trust Advisory Group

“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.”

Peggy Romero

Primary Wealth Care Providers

“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.”

Paul McIntyre

Naples Asset Management Company

NEWS AND RESOURCES
Learn more about our trajectory
Using Economic Data to Inform Retirement Income Advice

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...

read more
Retirees Have A Superpower

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...

read more

See all posts

Start now with a Demo

The first truly dynamic retirement
planning technology.