Income Lab, the retirement income management software provider, launches revolutionary and timely Retirement Stress Test tool for Financial Advisors

The first realistic retirement stress test that increases clients’ confidence, not their anxiety.
Income Lab, the leading provider of retirement income management software announced today, the launch of a ground-breaking new tool for stress-testing retirement income plans. Designed for financial advisors, the tool illustrates how retirees can successfully navigate historical periods of high inflation or market volatility, usually by applying relatively small and temporary adjustments in spending. The Retirement Stress Test tool is available as part of Income Lab’s award-winning retirement income management software.

Key features of Income Lab’s new Retirement Stress Test include:

• 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

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 leading private wealth at Jackson and seven years in academia at MIT, Harvard, and UCLA. His research on adjustment-based planning has been published on Kitces.com and cited across the financial planning industry.

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