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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,...
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...
Retirees Have A Superpower
Morningstar's "The Long View" Podcast with Christine Benz and Jeffrey Ptak recently featured Income Lab's co-founder...
A dynamic approach to decumulation planning
Income Lab's co-founder Justin Fitzpatrick was recently featured on the Fintech Impact podcast with Jason Pereira....
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...
Life Hub Launch Webinar
Life Hub ties these together truly dynamic income planning and tax-smart distribution planning by allowing advisors...
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 our...
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...
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 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...
Is California a low-tax state for Retirees? Looking beyond top marginal state tax rates.
The state where you retire can have a big impact on your standard of living in retirement. But understanding that...
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