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
The Retirement Distribution “Hatchet”: Using Risk-Based Guardrails To Project Sustainable Cash Flows
We are excited to have our Co-Founder, Justin Fitzpatrick and our Senior Advisor, Derek Tharp featured on the Michael Kitces blog! They co-authored their most recent article, “The Retirement Distribution “Hatchet”: Using Risk-Based Guardrails To Project Sustainable...
Riskalyze Integrates with Dynamic Retirement Planner Income Lab
We are excited to officially announce our integration with Riskalyze! This will help advisors incorporate economic and market conditions, dynamic spending analysis, tax-smart distribution planning, and automated plan monitoring and management, to build better, dynamic...
Why Retirement Risk Requires Dynamic Planning?
Exited to have our co-founder Justin Fitzpatrick featured on Advisor Perspectives the "Gaining Perspective" podcast, discussing "Why Retirement Risk Requires Dynamic Planning." Great listen to learn more about "new research and technology that helps advisors paint a...