Retirement Planning Done Right
The first truly dynamic retirement
planning technology.
EXPERIENCE THE DIFFERENCE INCOME LAB CAN MAKE FOR YOU AND YOUR CLIENTS
Vastly improve the client experience with retirement planning as an ongoing service.
Set your practice apart by replacing static planning with dynamic income planning.
Easily incorporate retirement income plan monitoring and management into your practice.
PROBABILITY OF SUCCESS IS WRONG FOR INCOME PLANNING
When presented with standard retirement income plans that focus on probability of success, retirees walk away feeling unsettled, thinking there are only two possible outcomes: success or failure. But the reality is very different.
Watch our video to learn how Income Lab changes the conversation with realistic, dynamic planning focused on adjustments, not success or failure. With Income Lab, you can give retirees the confidence to live their best retirement.
When presented with standard retirement income plans that focus on probability of success, retirees walk away feeling unsettled, thinking there are only two possible outcomes: success or failure. But the reality is very different.
Watch our video to learn how Income Lab changes the conversation with realistic, dynamic planning focused on adjustments, not success or failure. With Income Lab, you can give retirees the confidence to live their best retirement.
Tax-Smart Distribution Planning
Deciding how best to source portfolio withdrawals involves accounting for a full range of tax effects and a wide range of withdrawal strategies as they apply to the idiosyncrasies of each plan. Income Lab’s Tax Center helps you quickly evaluate the tax consequences of strategies like bracket management and tax-ordering (e.g., Taxable -> Tax Deferred -> Tax Free), including all planned cash flows (Social Security, pensions, investment income, portfolio withdrawals) and their differential tax treatment, and produces simple, digestible data to help you and your clients make informed decisions.
Powerful Features that can Supercharge Retirement Planning
Economic and Market Conditions
PlanTest
Intelligent Longevity Planning
DYNAMIC RETIREMENT INCOME PLANNING
Tax-Smart Distribution Planning
Automated Plan Monitoring
client testimonials
LATEST NEWS AND RESOURCES
Rethinking Risk in Retirement Planning
The thought leadership by our Income Lab co-founder Justin Fitzpatrick was recently featured in ThinkAdvisor! He wrote a great article to help financial advisors rethink risk in retirement planning by first understanding that the “framing of risk is fundamentally...
Retirement Planning Fintech Start-Up Income Lab Completes $1.7 Million Seed Financing Round
We are excited to announce that we have completed a seed financing round, raising $1.7 million from industry executives and investors, including Dave Agostine, a former managing director for BlackRock and former CEO of Cachematrix; Tom Florence, a managing director at...
Beyond Monte Carlo
We’re excited to have Income Lab featured on Inside Information by Bob Veres. Take 5-7 minutes to read about our story and what makes our software truly special.Synopsis: A new software program offers the opportunity to create much better, more informed conversations...