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
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.”
Reframing Monte Carlo Results To Increase Trust In Dynamic Retirement Spending
Today, Kitces published a great article co-authored by Derek Tharp, Ph.D., CFP®, CLU®, RICP®. Throughout the article Derek explains a major issue with the success/failure framing is that it is overly binary and fails to capture the reality that retirees can...
Life Hub Launch Webinar
Life Hub ties these together truly dynamic income planning and tax-smart distribution planning by allowing advisors and clients to create, edit, and explore their entire plan in one place, on one screen, at any level of detail. Life Hub offers a new way for advisors...
Breaking News! Retirement Income Journal Highlights Life Hub
Life Hub was highlighted by the Retirement Income Journal! Below are some of the main points about Life Hub. View our Life Hub page for demos and advisor testimonials. Life Hub is an interactive tool that allows clients of financial advisers to visualize their...

Start now with a Demo
The first truly dynamic retirement
planning technology.