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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 Life Hub, a Next-Gen, Interactive Retirement Planning Tool for Financial Advisors → Income Lab Launches Innovative Annuity Features to Enhance Retirement Planning → How Much Does Having The ‘Right’ Capital Market Assumptions Matter In Retirement Planning? → The Future of Retirement Planning: How AI Supports Smarter Client Conversations →

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