Guides, strategies, and analysis for retirement planning professionals
Life Hub ties these together truly dynamic income planning and tax-smart distribution planning by allowing advisors and clients to create,...
Life Hub was highlighted by the Retirement Income Journal! Below are some of the main points about Life Hub. View...
“Income Lab’s Life Hub tool is a welcome innovation, helping financial advisors to build more realistic and adaptable financial plans...
Every retirement income plan carries some level of risk – that is, some chance that a downward adjustment will be...
Kitces published a great article authored by Derek Tharp, Senior Advisor to Income Lab. In the article Derek explains how...
Kitces published a great article co-authored by Derek Tharp and Income Lab co-founder, Justin Fitzpatrick. In the article they explore...
The state where you retire can have a big impact on your standard of living in retirement. But understanding that...
Today, Kitces published a great article co-authored by Derek Tharp and Income Lab co-founder, Justin Fitzpatrick. Here are a few...
Research into dynamic retirement income planning has often focused on setting “guardrails” based on portfolio withdrawal rates. However, client scenarios...
Because of the complexity of retirement income plans and Federal and state tax codes, “tax-smart” distribution planning can be wickedly...
We are excited to announce the launch of the Income Lab Research Council. The Research Council aims to contribute both...
Barron’s published a great article in which Jeff Brown and Income Lab co-founder Johnny Poulsen argue that gamification of Monte...
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