Research Center

Guides, strategies, and analysis for retirement planning professionals

All Retirement Income Tax Planning Social Security Comparisons Webinars Product Updates Press
Category Title Type Date Time to Read
Education

3 Steps to a Safer RIA

Income Lab’s CTO, Manuel Balderas, wrote a great article featured in Think Advisor to help RIAs with action items they...

Guide
Dec 21
1 min
Guide · Dec 21 · 1 min
Education

The Retirement Distribution “Hatchet”: Using Risk-Based Guardrails To Project Sustainable Cash Flows

We are excited to have our Co-Founder, Justin Fitzpatrick and our Senior Advisor, Derek Tharp featured on the Michael Kitces...

Guide
Nov 29
1 min
Guide · Nov 29 · 1 min
Product Updates

Riskalyze Integrates with Dynamic Retirement Planner Income Lab

We are excited to officially announce our integration with Riskalyze! This will help advisors incorporate economic and market conditions, dynamic spending...

Product Update
Nov 15
1 min
Product Update · Nov 15 · 1 min
Education

Why Retirement Risk Requires Dynamic Planning?

Exited to have our co-founder Justin Fitzpatrick featured on Advisor Perspectives the “Gaining Perspective” podcast, discussing “Why Retirement Risk Requires...

Guide
Nov 15
1 min
Guide · Nov 15 · 1 min
Education

How the 4% Rule Undermines Advisors and Clients

We are excited to have the work of our co-founder Johnny Poulsen featured in Advisor Perspectives! He wrote a great...

Guide
Oct 26
1 min
Guide · Oct 26 · 1 min
Education

Rethinking Risk in Retirement Planning

The thought leadership by our Income Lab co-founder Justin Fitzpatrick was recently featured in ThinkAdvisor! He wrote a great article...

Guide
Oct 4
1 min
Guide · Oct 4 · 1 min
Webinars

The value of dynamic income planning webinar

Retirement income planning is one of the nastiest, hardest problems we face in financial planning, according to Bill Sharpe. Income...

Webinar
Sep 12
1 min
Webinar · Sep 12 · 1 min
Product Updates

Retirement Planning Fintech Start-Up Income Lab Completes $1.7 Million Seed Financing Round

We are excited to announce that we have completed a seed financing round, raising $1.7 million from industry executives and investors, including Dave...

Product Update
Sep 8
1 min
Product Update · Sep 8 · 1 min
Education

Beyond Monte Carlo

We’re excited to have Income Lab featured on Inside Information by Bob Veres. Take 5-7 minutes to read about our...

Guide
Aug 17
1 min
Guide · Aug 17 · 1 min
Education

Reducing Retirement Risk By Managing Communication Outrage

Excited to have our co-founder and Chief Innovation Officer Justin Fitzpatrick featured as a guest author on the Michael Kitces...

Guide
May 21
1 min
Guide · May 21 · 1 min
Product Updates

What’s Cooking at ‘Income Lab’?

Our Co-Founders Johnny Poulsen and Justin Fitzpatrick were recently featured by the Retirement IncomeJournal! In the interview they talked about...

Product Update
May 6
1 min
Product Update · May 6 · 1 min
Education

Value-Ability Podcast with Danforth Fleak

Recently Danforth Fleak of the Value-Ability podcast interviewed our Income Lab co-founders, Johnny Poulsen and Justin Fitzpatrick. In this interview,...

Guide
Nov 17
1 min
Guide · Nov 17 · 1 min
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