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There is never a bad time to start planning for tax season, which is why now is a good time to read our Guide on State Taxes in Retirement. The Guide provides retirees tips and tricks for reducing their annual state tax bills. Turns out every state is different and knowing your state’s policies can save you a lot of money.

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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.

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Income Lab Launches AI Scribe to Turn Client Conversations into Retirement Plans → Annuity Withdrawal Strategies for Financial Advisors | Income Lab → Income Lab Teams Up with Cetera to Deliver Scalable, Tax-Smart Retirement Planning Tools to Advisors → Income Lab Establishes Research Council to Advance Retirement Income Analysis and Education →

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