How-To and Q&A User Webinar – Tax Center Review (March 2022)

Apr 4, 2022

Because of the complexity of retirement income plans and Federal and state tax codes, “tax-smart” distribution planning can be wickedly complex.
In this webinar we discussed tax-related features in Income Lab, including the Income Lab Tax Center. We reviewed the different distributions scenarios available in the software and the range of data that advisors can use to help clients make well-informed retirement income decisions.

Related webinars

Retirement Distribution Hatchet CE Webinar

Sep 22, 2022

September CFP CE Webinar: "The Retirement Distribution Hatchet" hosted by Justin Fitzpatrick, PhD, CFA, CFP® and Derek Tharp, Ph.D., CFP®, CLU®, RICP®.s. Important points: Realistic changes in expected income needs and non-portfolio income sources like Social Security...

Exploring Income Lab with Sample Households

Sep 1, 2022

In this webinar we run through a typical workflow for building, evaluating, and implementing an Income Lab dynamic retirement income plan. We show examples of how to incorporate different aspects of a household’s financial situation in one plan and how to use Income...

Using Economic Data to Inform Retirement Income Advice

Jul 27, 2022

Economic data are very difficult to apply to short-term investment decisions, but research shows that these data are much more useful when forming longer-term retirement spending plans. In this webinar, we examine three representative economic indicators related to...

Start now with a Demo

The first truly dynamic retirement
planning technology.

Schedule a demo