Research Center

Guides, strategies, and analysis for retirement planning professionals

All Retirement Income Tax Planning Social Security Comparisons Webinars Product Updates Press
Category Title Type Date Time to Read
Product Updates

Income Lab Launches AI Scribe to Turn Client Conversations into Retirement Plans

DENVER, CO – January 13, 2026 – Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced...

Product Update
Jan 13
2 min →
Product Update · Jan 13 · 2 min
Product Updates

Is Your Planning Software Keeping Up with the Latest Tax Changes?

State taxes aren’t a footnote — they’re part of the plan At Income Lab, our job is to help financial...

Product Update
Jan 7
5 min →
Product Update · Jan 7 · 5 min
Product Updates

Income Lab Teams Up with Cetera to Deliver Scalable, Tax-Smart Retirement Planning Tools to Advisors

DENVER, CO – December 15, 2025 – Income Laboratory, Inc. (Income Lab), the award-winning provider of dynamic, tax-smart retirement planning...

Product Update
Dec 15
3 min →
Product Update · Dec 15 · 3 min
Product Updates

The Future of Retirement Planning: How AI Supports Smarter Client Conversations

The pressure on financial advisors has never been higher. Clients expect more clarity, more personalization, and more proactive guidance about...

Product Update
Dec 4
4 min →
Product Update · Dec 4 · 4 min
Product Updates

Income Lab Introduces AI Features to Cut Planning Time

By John Manganaro Income Laboratory, a retirement planning software provider, has introduced a suite of artificial intelligence tools designed to save...

Product Update
Oct 20
2 min →
Product Update · Oct 20 · 2 min
Product Updates

Income Lab Unveils Game-Changing AI Suite to Transform Advisor Efficiency and Client Engagement

DENVER–(BUSINESS WIRE)–Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced the launch of an innovative suite...

Product Update
Oct 16
3 min →
Product Update · Oct 16 · 3 min
Education

Social Security & Retiring Abroad: How to Guide Clients with Confidence

How to Guide Clients Who Plan to Retire Abroad on Social Security Eligibility More Americans are considering international retirement than...

Guide
Oct 10
5 min →
Guide · Oct 10 · 5 min
Education

How To Talk to Clients and Prospects About Social Security

Guide
Aug 27
1 min →
Guide · Aug 27 · 1 min
Education

Social Security Masterclass Series: The Psychology of Social Security Claiming

Guide
Aug 13
1 min →
Guide · Aug 13 · 1 min
Product Updates

Income Lab and Independent Advisor Alliance Partner to Power Personalized Retirement Planning for Advisors

DENVER–(BUSINESS WIRE)–Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced a strategic partnership with Independent Advisor Alliance (IAA),...

Product Update
Aug 7
2 min →
Product Update · Aug 7 · 2 min
Education

Social Security Masterclass Series: Navigating SS planning with spousal, divorce & survivor benefits

Guide
Aug 6
1 min →
Guide · Aug 6 · 1 min
Education

Social Security Masterclass Series: Taxation of Social Security

Guide
Jul 30
1 min →
Guide · Jul 30 · 1 min
Showing 1 – 12 of 95 resources
Filtered by: Product Updates
1 2 3 … 8

See How It Works With Your Client Scenarios

30-minute personalized walkthrough. No commitment.

Book a Walkthrough