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WealthManagement.com highlighted the launch of our ground-breaking new retirement income stress test. Below are some key features of the retirement stress test. View our Retirement Stress Page and Schedule a demo to learn more.

Key features:

  • Real Historical Scenarios: Run plans through the Great Depression, Post-War Period, 1970s Stagflation, the Dot-Com Bubble, and the Global Financial Crisis.
  • Income Adjustments: See how and why retirement spending would be adjusted through these periods to keep plans on track.
  • Multiple Client Scenarios: Compare how different spending and investment strategies perform in different economic environments.

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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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Social Security Masterclass Series: The Underappreciated Risks of Social Security Claiming → New Income Lab Integrations Announcement - TD Ameritrade, Charles Schwab, and Fidelity (powered by BridgeFT) → The Model FA Podcast “Leveraging Retirees’ Superpowers” with Justin Fitzpatrick → 3 Steps to a Safer RIA →

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