Resources

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

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...

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...

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...

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