Research Center
Guides, strategies, and analysis for retirement planning professionals
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...
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...
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,...
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...
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...
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