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

Penny Live: Retirement Questions Answered in the Room

Justin Fitzpatrick and Derek Tharp work through Roth conversions, IRMAA, and inherited IRAs live with Penny. May 7, 12pm MT....

Webinar · Apr 21 · 1 min

Creating The Ultimate Retirement Checklist

Free live workshop April 28, 2026. Russ Thornton shares how he uses Income Lab and Move Health to build retirement...

Webinar · Apr 3 · 1 min

Rethinking the “Delay to 70” Rule: Integrating Risk, Behavior, + Utility into Social Security Advice

Webinar · Dec 3 · 1 min

Data Entry is Dead. How AI is Transforming Advisor Workflows

Webinar · Oct 28 · 1 min

Behavior-Focused Retirement Planning

Webinar · Sep 25 · 1 min

How Accurate are Monte Carlo Forecasts in Retirement Income Planning?

Webinar · Jun 25 · 1 min

How Income Lab’s New Social Security Optimizer Challenges the Status Quo

Webinar · Jun 12 · 1 min

From Panic to Poise – Mastering Client Conversations in Market Downturns

Webinar · Jun 4 · 1 min

Live Case Study Featuring Russ Thornton

Webinar · May 29 · 1 min

Think Claiming Social Security at 70 Is Always Best? Think Again

Webinar · May 28 · 1 min

Transform Your Retirement Planning

Webinar · May 2 · 1 min

Bringing Retirement Strategies To Life: Using Historical Market Visualizations To Drive Client Understanding And Belief In Retirement Plans

Webinar · Apr 30 · 1 min

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