Research Center
Guides, strategies, and analysis for retirement planning professionals
“Using Income Lab with Your Tech Stack” Panel webinar featuring: Derek Tharp, PhD, CFP®, CLU®, RICP® Jonathan A. Murdock, CFP®, CPWA® Keith Spencer, CFP®
One of our most requested topics is here! Hear how a panel of your peers use Income Lab with their...
“Presenting Income Lab to Clients” Panel Webinar featuring: Andy Anderson, CFP Ryan Townsley, CFP John “J.C.” Corrigan, CFP
Hear how your fellow advisors drive great client experiences with Income Lab. We’ll cover questions like:“How do I talk with...
Are Monte Carlo Simulations Good Predictors of Retirement Outcomes?
“Retirement planning depends heavily on probabilistic forecasts (usually via Monte Carlo simulations), but few have stopped to ask whether these...
Using Economic Data to Inform Retirement Income Advice (December 2022)
Economic data are very difficult to apply to short-term investment decisions, but research shows that these data are much more...
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...
See How It Works With Your Client Scenarios
30-minute personalized walkthrough. No commitment.
Book a Walkthrough