Research Center
Guides, strategies, and analysis for retirement planning professionals
Social Security Masterclass Series: The Underappreciated Risks of Social Security Claiming
Survivor and Widow(er) Social Security Benefits: An Advisor’s Guide
Advisor Summary: A surviving spouse can receive 71.5% to 100% of the deceased worker’s Social Security benefit, depending on claiming...
How to Explain Social Security Tax to Clients | Income Lab
How to Explain the Taxation of Social Security Benefits to Clients Retirees are often caught off guard when they find...
How to Compare Annuities: A Guide for Financial Advisors | IncomeLab
How to Compare Annuities: A Step-by-Step Guide for Advisors Why Comparing Annuities Can Be Challenging — Even for Experts Advisors...
Is Waiting Until 70 Too Simplistic? Income Lab’s New Social Security Optimizer Challenges the Status Quo
DENVER–(BUSINESS WIRE)–Income Lab, the #1-rated retirement income planning software two years in a row, today announced the launch of a...
Income Lab: Retirement Planning Just Got Faster and Easier for Advisors Who Custody With Schwab Advisor Services™
DENVER–(BUSINESS WIRE)–Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced a new upgraded integration between Income Lab and...
Annuity Withdrawal Strategies for Financial Advisors | Income Lab
How to Create an Effective Annuity Withdrawal Plan: Key Steps for Financial Advisors Planning annuity withdrawals is a fundamental aspect...
Leveraging Scenario Analysis for Retirement Income Planning |Income Lab
Leveraging Scenario Analysis for Long-Term Client Planning: Tips & Examples When it comes to helping clients plan for the future,...
Introducing Income Lab Academy: Hands-On Training to Elevate Your Practice
At Income Lab, we’re always looking for ways to better support our growing community of users. That’s why we’re thrilled...
How to Conduct a Year-End Financial Planning Meeting with Clients: A Step-by-Step Checklist for Financial Advisors
As the calendar year draws to a close, year-end financial planning becomes important for both advisors and their clients. These...
How to Build the Perfect One-Page Financial Plan
The world is moving at a faster pace than ever before. For financial advisors, this means you’re constantly challenged to...
How Much Does Having The ‘Right’ Capital Market Assumptions Matter In Retirement Planning?
EXECUTIVE SUMMARY “How much can I spend in retirement?” is perhaps the most fundamental question a client brings to their...
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