Research Center
Guides, strategies, and analysis for retirement planning professionals
Getting Ahead of the RMD Deadline: Distribution and QCD Moves (CFP CE Webinar)
Work through year-end RMD and QCD planning as a sequencing problem, with Justin Fitzpatrick. A CFP CE webinar on distribution...
The Risks Hiding in the Social Security Claiming Decision
Justin Fitzpatrick on the risks a break-even chart leaves out of the Social Security claiming decision, with a live walkthrough...
One Household, Every Tax Decision: Holistic Tax Planning in Income Lab
Justin Fitzpatrick works through one hypothetical household in Income Lab, connecting Tax Lab, Penny and Withdrawal Optimizer in a live...
Where the Money Comes From: Building a Tax-Smart Withdrawal Order (CFP CE Webinar)
Explore a repeatable framework for evaluating retirement withdrawal order, with Justin Fitzpatrick. Compare strategies on net-of-tax outcomes.
Your Client Needs Cash. Where Should It Come From?
Is It Worth It? Jason Hamilton’s Candid Answer on Bringing Income Lab into His Practice
Why Didn’t Anyone Show Me This Before?
Income Lab in Production: How Advisors Bring Value 5x Faster
The Case Against Waiting Until 70
Tax Planning That Moves the Needle
What Can I Spend? Why Probability of Success Doesn’t Work for Your Clients
Full Life-Cycle Planning Webinar
Justin Fitzpatrick walks through how advisors use Income Lab across the working years, the run-up to retirement, and retirement itself:...
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