Resources

Grow your knowledge on Retirement Income Planning through our published research articles, Lab Notes, videos, and webinars

“Retirement Distribution Hatchet” Webinar (April 2022)

“Retirement Distribution Hatchet” Webinar (April 2022)

Research into dynamic retirement income planning has often focused on setting “guardrails” based on portfolio withdrawal rates. However, client scenarios often do not lend themselves to simple withdrawal-rate-based planning. When realistic changes in expected income...

How-To and Q&A User Webinar – Tax Center Review (March 2022)

How-To and Q&A User Webinar – Tax Center Review (March 2022)

Because of the complexity of retirement income plans and Federal and state tax codes, "tax-smart" distribution planning can be wickedly complex. In this webinar we discussed tax-related features in Income Lab, including the Income Lab Tax Center. We reviewed the...

The Worst Time in History to Retire had a 7.5% Withdrawal Rate?!?

The Worst Time in History to Retire had a 7.5% Withdrawal Rate?!?

Research on "sustainable withdrawal rates" might lead us to believe that the historical periods that supported low withdrawal rates were the worst possible times to retire. In this webinar we’ll discuss how a focus on withdrawal rates alone blinds us to other...

Will Higher Inflation Harm Retirees?

Will Higher Inflation Harm Retirees?

Income Lab’s co-founder and CIO, Justin Fitzpatrick, wrote an article that was featured in Advisor Perspectives. In his article Justin shares a few things financial advisors may want to consider as they help their clients understand what higher-than-expected inflation...

7 Pro-Tips for More Dynamic Retirement Planning

7 Pro-Tips for More Dynamic Retirement Planning

Income Lab’s co-founder and chief innovation officer Justin Fitzpatrick joined Jeremy Keil, Financial advisor at Keil Financial Partners, on the Retirement Revealed podcast to discuss “7 Pro-Tips for More Dynamic Retirement Planning.”Justin discusses: Why you...

Thinking and Talking About Retirement Risk with Clients.

Thinking and Talking About Retirement Risk with Clients.

Advisors often help clients find and accept approaches to their investments that balance financial goals and risk tolerance. This process can involve helping clients understand that risk cannot be avoided entirely and that putting money in the proverbial mattress is...

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