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Income Lab’s co-founder and chief innovation officer Justin Fitzpatrick joined Jeremy Keil, Financial advisor at Keil Financial Partners, on the Retirement Revealed podcast to discuss “7 Pro-Tips for More Dynamic Retirement Planning.”

Justin discusses:
  • Why you shouldn’t base your retirement decisions merely on rules of thumb
  • The asset location strategy that every retiree should practice
  • Tips to optimize your Social Security and taxes in the long run
  • Potential risks of planning for a long life (i.e., overestimating mortality rates)
  • And more

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Justin Fitzpatrick, PhD, CFA, CFP - President and Co-Founder of Income Lab
Justin Fitzpatrick, PhD, CFA, CFP

Justin Fitzpatrick is President and Co-Founder of Income Lab, retirement income planning software used by thousands of financial advisors. He developed the guardrails-based approach to retirement income distribution after a decade in financial services at Jackson and seven years in academia at MIT, Harvard, and UCLA. His research on adjustment-based planning has been published on Kitces.com, ThinkAdvisor, AdvisorPerspectives, and FinancialPlanning Magazine.

View all articles by Justin LinkedIn

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The Kitces Latest In Financial #AdvisorTech Highlights Income Lab’s Retirement Stress Test (June 2023) → Assessing Both Longevity AND Mortality Risk For More Effective Retirement Plans → Simplifying Retirement Income Planning Visualization Using The 'Spending Risk Curve' → The Retirement Distribution “Hatchet”: Using Risk-Based Guardrails To Project Sustainable Cash Flows →

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