Resources

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

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...

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...

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