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...

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,...

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