In this webinar we run through a typical workflow for building, evaluating, and implementing an Income Lab dynamic retirement income plan. We show examples of how to incorporate different aspects of a household’s financial situation in one plan and how to use Income Lab visualizations and outputs to select a plan. We’ll also discuss ways to present plans to clients.
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.
