Retirement Income Planning Software

The First Truly Dynamic

Retirement Planning
Technology

Schedule a demo

WE ARE PART OF THE CURRICULUM AT

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.

Learn more →

Tax-Smart Distribution

Planning

Comprehensive and easy way to analyze how to source
portfolio withdrawals and optimize taxes.

Learn more →

Tax-Smart Distribution

Planning

Comprehensive and easy way to analyze how to source
portfolio withdrawals and optimize taxes.

Learn more →

Easy Social Security
Planning

Intelligent Longevity
Planning

Automated Plan Monitoring
and Management

Economic and Market
Conditions

See all features →

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

The “Retirement Distribution Hatchet”

Research into dynamic retirement income planning has often focused on setting "guardrails" based on portfolio withdrawal rates. However, client scenarios often do not lend themselves to simple withdrawal-rate-based planning. When realistic changes in expected income...

Retirement Income Guardrails Beyond Withdrawal Rates

Over the last decades, dynamic income planning with withdrawal rate guardrails has become more and more common. Unfortunately, this approach to guardrails struggles when faced with more complex, realistic client scenarios. In this webinar we covered the strengths and...

New Income Lab Integrations Announcement – TD Ameritrade, Charles Schwab, and Fidelity (powered by BridgeFT)

We are excited to announce the release of our latest integrations with TD Ameritrade, Charles Schwab, and Fidelity, powered by BridgeFT. Our new integrations will enable Income Lab users to link account information from some of the largest institutions in the industry...