Research Center
Guides, strategies, and analysis for retirement planning professionals
How Accurate are Monte Carlo Forecasts in Retirement Income Planning
Income Lab’s Justin Fitzpatrick and Derek Tharp share research and insights on the accuracy of different Monte Carlo forecasts in...
Income Lab – Morningstar Investment Conference FinTech Expo 2023
Justin Fitzpatrick, PhD, CFA, CFP® and Co-founder of Income Lab had the opportunity to present at Morningstar Investment Conference this...
The Kitces Latest In Financial #AdvisorTech Highlights Income Lab’s Retirement Stress Test (June 2023)
Income Lab Launches Retirement Stress Test As A Monte Carlo Alternative “Retirement income planning platform Income Lab has released a...
How Stress Testing Retirement Plans Builds Client Confidence
“Stress tests that illustrate spending and adjustments are invaluable for improving advice, client experiences, and client confidence.” – Justin Fitzpatrick,...
Tool Tests If Retirement Plans Can Survive Past Crises
Financial Advisor magazine highlights Income Lab’s retirement stress test. “Income Lab, a retirement income management software firm, has released a...
How and why to move beyond “Probability of Success” in retirement planning webinar featuring: Jeff Brown, President of Stratos Private Wealth, Jamie Hopkins, Managing Partner of Wealth, David Blanchett, Managing Director, Head of Retirement
Monte Carlo simulations and “Probability of Success” were important innovations in financial planning more than two decades ago. But it’s...
Income Lab Debuts Retirement Stress Test Tool
WealthManagement.com highlighted the launch of our ground-breaking new retirement income stress test. Below are some key features of the retirement stress...
Income Lab, the retirement income management software provider, launches revolutionary and timely Retirement Stress Test tool for Financial Advisors
The first realistic retirement stress test that increases clients’ confidence, not their anxiety. Income Lab, the leading provider of retirement...
“Presenting Income Lab to Clients” Panel webinar featuring: Cody Crawford, NSSA® Beth Agnello, CFP® Riley Anderson, CPA
We’ll cover questions like: “How do I talk with my clients about their Income Lab plans?” “How do I explain...
Revolutionary Retirement Stress Test for Financial Advisors from Income Lab
Income Lab, the recently awarded “Highest-Rated Retirement Distribution Planning Tool” by the 2023 T3/Inside Information Advisor Software Survey, launched fintech’s first historical...
How Different Monte Carlo Models Perform In The Real World: Assessing Quality Of Predictiveness In Retirement Income Forecasting Models
It’s natural to assume retirement planning forecasts are reasonably good -but are they really? Check out the latest Kitces article...
Highest Advisor-Rated Retirement Distribution Planning Tool – Income Lab
“Income Lab is the most comprehensive and sophisticated retirement income solution in the current fintech landscape. Not only does it...
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