Resources

The value of dynamic income planning webinar

The value of dynamic income planning webinar

Retirement income planning is one of the nastiest, hardest problems we face in financial planning, according to Bill Sharpe. Income Lab is committed to helping advisors navigate this problem with their clients by bringing new research, concepts, and clarity to the...

Beyond Monte Carlo

Beyond Monte Carlo

We’re excited to have Income Lab featured on Inside Information by Bob Veres. Take 5-7 minutes to read about our story and what makes our software truly special.Synopsis: A new software program offers the opportunity to create much better, more informed conversations...

Reducing Retirement Risk By Managing Communication Outrage

Reducing Retirement Risk By Managing Communication Outrage

Excited to have our co-founder and Chief Innovation Officer Justin Fitzpatrick featured as a guest author on the Michael Kitces blog. “Financial advisors often seek to help clients understand the range of outcomes they might experience when following a given financial...

What’s Cooking at ‘Income Lab’?

What’s Cooking at ‘Income Lab’?

Our Co-Founders Johnny Poulsen and Justin Fitzpatrick were recently featured by the Retirement IncomeJournal! In the interview they talked about their background as former Jackson National Life executives, and how through that experience they saw an opportunity to...

Value-Ability Podcast with Danforth Fleak

Value-Ability Podcast with Danforth Fleak

Recently Danforth Fleak of the Value-Ability podcast interviewed our Income Lab co-founders, Johnny Poulsen and Justin Fitzpatrick. In this interview, Johnny and Justin explain the academic research in decumulation and its influence on the development of the platform....

Save on State Taxes by Splitting Retirement Income

Save on State Taxes by Splitting Retirement Income

Smart retirement planning includes taking advantage of a maze of complex – but ultimately favorable – state tax policies. Almost every state has its own policies when it comes to retirement income. By understanding these policies and implementing tax-smart strategies,...

Annual Guide to State Taxes in Retirement

Annual Guide to State Taxes in Retirement

  There is never a bad time to start planning for tax season, which is why now is a good time to read our Guide on State Taxes in Retirement. The Guide provides retirees tips and tricks for reducing their annual state tax bills. Turns out every state is different...

In Retirement, Your State Tax Bill Could be Zero

In Retirement, Your State Tax Bill Could be Zero

If you search for information on state personal income taxes, you’ll likely find a list that focuses on the highest marginal rate in each state, with states like California, Hawaii and Oregon topping the list of high-tax states. But for retirees, focusing on tax...

Value of Retirement Planning as an Ongoing Service

Value of Retirement Planning as an Ongoing Service

  Set your practice apart with retirement planning as an ongoing service. Our research explores the value gained by advisors who abandon static retirement income planning and adopt new processes for the development, implementation and ongoing management of...

Appointment of Derek Tharp to Board of Advisors

Appointment of Derek Tharp to Board of Advisors

Denver, Colorado – August 3, 2020 – Income Lab announced today the appointment of Derek Tharp, Lead Researcher and Speaker at Kitces.com, to Senior Advisor and member of the Income Lab Board of Advisors.    “We are excited to welcome Derek to our team. He brings years...

A Stock Indicator that can Improve Retirement Income Decisions

A Stock Indicator that can Improve Retirement Income Decisions

In times of economic turmoil, it’s helpful to know that there is a long-term stock market indicator that can help us make better retirement income decisions. Numerous economic factors can inform retirement income decisions, but none has been discussed more than the...

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