Retirement Income Planning Software

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.

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Tax-Smart Distribution

Planning

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

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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.

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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

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

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...