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

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
Education

Save on State Taxes by Splitting Retirement Income

Smart retirement planning includes taking advantage of a maze of complex – but ultimately favorable – state tax policies. Almost...

Guide
Oct 19
5 min
Guide · Oct 19 · 5 min
Education

Annual Guide to State Taxes in Retirement

There is never a bad time to start planning for tax season, which is why now is a good time...

Guide
Oct 12
1 min
Guide · Oct 12 · 1 min
Education

In Retirement, Your State Tax Bill Could be Zero

If you search for information on state personal income taxes, you’ll likely find a list that focuses on the highest...

Guide
Oct 7
4 min
Guide · Oct 7 · 4 min
Product Updates

Appointment of Derek Tharp to Board of Advisors

Denver, Colorado – August 3, 2020 – Income Lab announced today the appointment of Derek Tharp, Lead Researcher and Speaker...

Product Update
Aug 3
2 min
Product Update · Aug 3 · 2 min
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