Research Center

Tax Planning

The TCJA Is Gone. Here’s What the New Tax Law Means for Every Retirement Plan You Manage.

Advisor Summary: The TCJA did not sunset. The One Big Beautiful Bill Act (OBBBA) permanently extended the lower rate structure...

Guide

Mar 23

12 min →

Guide · Mar 23 · 12 min

Retirement Income Planning

Switching from MoneyGuidePro: What Advisors Need to Know

Advisor Summary: MoneyGuidePro’s market share dropped from 33% in 2024 to 24.23% in 2026, according to T3/Inside Information survey data,...

Guide

Mar 23

14 min →

Guide · Mar 23 · 14 min

Software Comparisons

Roth Conversion Strategy: The Advisor’s Complete 2026 Guide

Advisor Summary: A Roth conversion moves pre-tax IRA money into a Roth IRA, paying income tax now to eliminate future...

Comparison

Mar 23

16 min →

Comparison · Mar 23 · 16 min

Software Comparisons

IRMAA Brackets 2026: The Complete Guide for Financial Advisors

Advisor Summary: The 2026 IRMAA brackets impose Medicare surcharges of $1,148 to $6,936 per person when MAGI exceeds $109,000 (single)...

Comparison

Mar 23

14 min →

Comparison · Mar 23 · 14 min

Tax Planning

RightCapital Alternative for Retirement Income Planning

12-minute read Advisor Summary: RightCapital is one of the best comprehensive financial planning platforms available, rated 8.40 by T3 2026...

Guide

Mar 23

15 min →

Guide · Mar 23 · 15 min

Retirement Income Planning

Income Lab vs. RightCapital: An Honest Comparison for Financial Advisors

read Advisor Summary: RightCapital is a comprehensive financial planning platform built around Monte Carlo probability, with broad coverage across accumulation,...

Guide

Mar 23

14 min →

Guide · Mar 23 · 14 min

Retirement Income Planning

Income Lab vs. MoneyGuidePro: Which Is Right for Your Practice?

read Advisor Summary: MoneyGuidePro (now Envestnet MoneyGuide) is a comprehensive financial planning platform built around Monte Carlo probability. Income Lab...

Guide

Mar 23

14 min →

Guide · Mar 23 · 14 min

Retirement Income Planning

Income Lab vs. T. Rowe Price Income Solver: An Honest Comparison for Financial Advisors

read Advisor Summary: Income Lab and T. Rowe Price Income Solver are both top-3 retirement distribution planning tools in the...

Guide

Mar 23

15 min →

Guide · Mar 23 · 15 min

Retirement Income Planning

Income Lab vs. eMoney Advisor: An Honest Comparison for Financial Advisors

read Advisor Summary: eMoney Advisor is the most comprehensive financial planning platform on the market, with 35.62% market share (8.14/10...

Guide

Mar 23

12 min →

Guide · Mar 23 · 12 min

Product Updates

Income Lab Launches AI Scribe to Turn Client Conversations into Retirement Plans

DENVER, CO – January 13, 2026 – Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced...

Product Update

Jan 13

2 min →

Product Update · Jan 13 · 2 min

Product Updates

Is Your Planning Software Keeping Up with the Latest Tax Changes?

State taxes aren’t a footnote — they’re part of the plan At Income Lab, our job is to help financial...

Product Update

Jan 7

5 min →

Product Update · Jan 7 · 5 min

Product Updates

Income Lab Teams Up with Cetera to Deliver Scalable, Tax-Smart Retirement Planning Tools to Advisors

DENVER, CO – December 15, 2025 – Income Laboratory, Inc. (Income Lab), the award-winning provider of dynamic, tax-smart retirement planning...

Product Update

Dec 15

3 min →

Product Update · Dec 15 · 3 min