Retirement Planning Done Right

The first truly dynamic retirement
planning technology.

EXPERIENCE THE DIFFERENCE INCOME LAB CAN MAKE FOR YOU AND YOUR CLIENTS

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Vastly improve the client experience with retirement planning as an ongoing service.

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Set your practice apart by replacing static planning with dynamic income planning.

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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 Spending

Tax-Smart Distribution Planning

Automated Plan Monitoring

client testimonials

"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

LATEST NEWS AND RESOURCES

Beyond Monte Carlo

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...

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Reducing Retirement Risk By Managing Communication Outrage

Reducing Retirement Risk By Managing Communication Outrage

Excited to have our co-founder and Chief Innovation Officer Justin Fitzpatrick featured as a guest author on the Michael Kitces blog. “Financial advisors often seek to help clients understand the range of outcomes they might experience when following a given financial...

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