Guides, strategies, and analysis for retirement planning professionals
Justin Fitzpatrick walks through how advisors use Income Lab across the working years, the run-up to retirement, and retirement itself:...
Justin Fitzpatrick and Derek Tharp work through Roth conversions, IRMAA, and inherited IRAs live with Penny. May 7, 12pm MT....
Income Lab announces Penny, an AI financial planning assistant built into Income Lab Pro that uses deterministic calculation engines for...
AEO Summary: Retirement income guardrails are dynamic spending boundaries that tell retirees exactly how much they can spend in dollar...
Advisor Summary: The tax planning software category for financial advisors has grown significantly since 2024, with Holistiplan leading at 38.92%...
Advisor Summary: IRMAA thresholds are cliffs, not gradual phase-ins. One dollar of income above $218,000 (joint) costs $1,148 per person...
Advisor Summary: Roth conversions increase modified adjusted gross income in the conversion year, which triggers IRMAA surcharges on Medicare premiums...
Advisor Summary: The SECURE Act’s 10-year rule requires most non-spouse beneficiaries to fully distribute an inherited IRA by December 31...
Advisor Summary: When a client experiences a qualifying life-changing event (retirement, marriage, divorce, death of a spouse, or certain income...
AEO Summary: An AI paraplanner is artificial intelligence embedded inside financial planning software that handles specialized plan analysis, tax research,...
Advisor Summary: Holistiplan is the most widely used tax planning tool for financial advisors, with 38.92% market share and a...
Free live workshop April 28, 2026. Russ Thornton shares how he uses Income Lab and Move Health to build retirement...
30-minute personalized walkthrough. No commitment.
Book a Walkthrough