Research Center
Guides, strategies, and analysis for retirement planning professionals
The Kitces Latest in Financial Advisor Tech Highlights Income Lab (December 2022)
Have you heard the announcement in the Kitces.com “Latest In Financial Advisor Tech?” Check out the exciting news below and...
The Model FA Podcast “Leveraging Retirees’ Superpowers” with Justin Fitzpatrick
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...
The Perfect RIA’s “What Works Wednesday” Podcast – Dynamic Retirement Income Planning
On the most recent episode from The Perfect RIA’s “What Works Wednesday” podcast, Justin Fitzpatrick, PhD, CFA, CFP® from Income Lab joins Matt...
Introducing the winner of the #XYPNLIVE 2022 AdvisorTech Expo: Life Hub by Income Lab!
Statement from the CEO: “We are thrilled to have won the XY Planning Network 2022 XYPN AdvisorTech Expo and excited...
The Most Tax-Friendly States For Retirees: How To Compare State Income Tax Options For Retiring Clients
There is a new article on “The Most Tax-Friendly States For Retirees: How To Compare State Income Tax Options For...
Retirement Distribution Hatchet CE Webinar
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:...
Taxes and Software with Justin Fitzpatrick
Income Lab co-founder Justin Fitzpatrick joins the Retirement Tax Services Podcast to share his angle on how taxes fit into...
Retirees – Stop Under-spending in Your Go Go Years
The Retirement Planning Podcast with Kevin Lao featured Income Lab Co-founder, Justin Fitzpatrick, PhD, CFA, CFP® . “Creating a dynamic spending plan combined with...
Exploring Income Lab with Sample Households
In this webinar we run through a typical workflow for building, evaluating, and implementing an Income Lab dynamic retirement income...
See how the market impacts future spending, not just account balance
Money Life with Chuck Jaffe featured Income Lab Co-founder, Justin Fitzpatrick on their most recent podcast episode, “See how the...
Using Economic Data to Inform Retirement Income Advice
Economic data are very difficult to apply to short-term investment decisions, but research shows that these data are much...
Retirees Have A Superpower
Morningstar’s “The Long View” Podcast with Christine Benz and Jeffrey Ptak recently featured Income Lab’s co-founder Justin Fitzpatrick. They had...
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