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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...
Simplifying Retirement Income Planning Visualization Using The ‘Spending Risk Curve’
Today, Kitces published a great article co-authored by Derek Tharp and Income Lab co-founder, Justin Fitzpatrick. Here...
“Retirement Distribution Hatchet” Webinar (April 2022)
Research into dynamic retirement income planning has often focused on setting “guardrails” based on portfolio...
How-To and Q&A User Webinar – Tax Center Review (March 2022)
Because of the complexity of retirement income plans and Federal and state tax codes, "tax-smart" distribution...
Income Lab Establishes Research Council to Advance Retirement Income Analysis and Education
We are excited to announce the launch of the Income Lab Research Council. The Research Council aims to contribute both...
How Retirees Can Lose as the Gamification of Monte Carlo Analysis Proliferates
Barron's published a great article in which Jeff Brown and Income Lab co-founder Johnny Poulsen argue that...
The Worst Time in History to Retire had a 7.5% Withdrawal Rate?!?
Research on "sustainable withdrawal rates" might lead us to believe that the historical periods that supported low...
Will Higher Inflation Harm Retirees?
Income Lab’s co-founder and CIO, Justin Fitzpatrick, wrote an article that was featured in Advisor Perspectives. In...
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