Guides, strategies, and analysis for retirement planning professionals
“Retirement planning depends heavily on probabilistic forecasts (usually via Monte Carlo simulations), but few have stopped to ask whether these...
Economic data are very difficult to apply to short-term investment decisions, but research shows that these data are much more...
Have you heard the announcement in the Kitces.com “Latest In Financial Advisor Tech?” Check out the exciting news below and...
On the most recent episode of the Model FA podcast, Income Lab’s Co-Founder Justin Fitzpatrick, PhD, CFA, CFP® joined David DeCelle to discuss retirement income...
On the most recent episode from The Perfect RIA’s “What Works Wednesday” podcast, Justin Fitzpatrick, PhD, CFA, CFP® from Income Lab joins Matt...
Statement from the CEO: “We are thrilled to have won the XY Planning Network 2022 XYPN AdvisorTech Expo and excited...
There is a new article on “The Most Tax-Friendly States For Retirees: How To Compare State Income Tax Options For...
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:...
Income Lab co-founder Justin Fitzpatrick joins the Retirement Tax Services Podcast to share his angle on how taxes fit into...
The Retirement Planning Podcast with Kevin Lao featured Income Lab Co-founder, Justin Fitzpatrick, PhD, CFA, CFP® . “Creating a dynamic spending plan combined with...
In this webinar we run through a typical workflow for building, evaluating, and implementing an Income Lab dynamic retirement income...
Money Life with Chuck Jaffe featured Income Lab Co-founder, Justin Fitzpatrick on their most recent podcast episode, “See how the...
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