Research Center
Guides, strategies, and analysis for retirement planning professionals
Retirement Income Guardrails Beyond Withdrawal Rates
Over the last decades, dynamic income planning with withdrawal rate guardrails has become more and more common. Unfortunately, this approach to retirement income...
New Income Lab Integrations Announcement – TD Ameritrade, Charles Schwab, and Fidelity (powered by BridgeFT)
We are excited to announce the release of our latest integrations with TD Ameritrade, Charles Schwab, and Fidelity, powered by...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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