Resources

3 Steps to a Safer RIA

3 Steps to a Safer RIA

Income Lab’s CTO, Manuel Balderas, wrote a great article featured in Think Advisor to help RIAs with action items they can take to improve the security of their firm. Check out the main takeaways below and the full checklist for some baseline steps to help secure your...

Riskalyze Integrates with Dynamic Retirement Planner Income Lab

Riskalyze Integrates with Dynamic Retirement Planner Income Lab

We are excited to officially announce our integration with Riskalyze! This will help advisors incorporate economic and market conditions, dynamic spending analysis, tax-smart distribution planning, and automated plan monitoring and management, to build better, dynamic...

Why Retirement Risk Requires Dynamic Planning?

Why Retirement Risk Requires Dynamic Planning?

Exited to have our co-founder Justin Fitzpatrick featured on Advisor Perspectives the "Gaining Perspective" podcast, discussing "Why Retirement Risk Requires Dynamic Planning."  Great listen to learn more about "new research and technology that helps advisors paint a...

How the 4% Rule Undermines Advisors and Clients

How the 4% Rule Undermines Advisors and Clients

We are excited to have the work of our co-founder Johnny Poulsen featured in Advisor Perspectives! He wrote a great article on "How the 4% Rule Undermines Advisors and Clients." “Income distribution is the most complex aspect of the retirement puzzle. The multiple...

Rethinking Risk in Retirement Planning

Rethinking Risk in Retirement Planning

The thought leadership by our Income Lab co-founder Justin Fitzpatrick was recently featured in ThinkAdvisor! He wrote a great article to help financial advisors rethink risk in retirement planning by first understanding that the “framing of risk is fundamentally...

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...

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