Research Center
Guides, strategies, and analysis for retirement planning professionals
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...
A dynamic approach to decumulation planning
Income Lab’s co-founder Justin Fitzpatrick was recently featured on the Fintech Impact podcast with Jason Pereira. They had a great...
Reframing Monte Carlo Results To Increase Trust In Dynamic Retirement Spending
Today, Kitces published a great article co-authored by Derek Tharp, Ph.D., CFP®, CLU®, RICP®. Throughout the article Derek explains a major issue...
Life Hub Launch Webinar
Life Hub ties these together truly dynamic income planning and tax-smart distribution planning by allowing advisors and clients to create,...
Breaking News! Retirement Income Journal Highlights Life Hub
Life Hub was highlighted by the Retirement Income Journal! Below are some of the main points about Life Hub. View...
Income Lab Launches Life Hub, a Next-Gen, Interactive Retirement Planning Tool for Financial Advisors
“Income Lab’s Life Hub tool is a welcome innovation, helping financial advisors to build more realistic and adaptable financial plans...
New Ways to Evaluate the Retirement Risk/Return Trade-Off – (May 24th, 2022)
Every retirement income plan carries some level of risk – that is, some chance that a downward adjustment will be...
The Gamification of Monte Carlo: How to Incentivize Proactive (Not Reactive) Retirement Spending Goals
Kitces published a great article authored by Derek Tharp, Senior Advisor to Income Lab. In the article Derek explains how...
How Monte Carlo Can Understate Retirement Income Risk Compared To Historical Simulation
Kitces published a great article co-authored by Derek Tharp and Income Lab co-founder, Justin Fitzpatrick. In the article they explore...
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