Research Center

Guides, strategies, and analysis for retirement planning professionals

All Retirement Income Tax Planning Social Security Comparisons Webinars Product Updates Press
Category Title Type Date Time to Read
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 and...

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
Product Updates

The Future of Retirement Planning: How AI Supports Smarter Client Conversations

The pressure on financial advisors has never been higher. Clients expect more clarity, more personalization, and more proactive guidance about...

Product Update
Dec 4
4 min →
Product Update · Dec 4 · 4 min
Webinars

Rethinking the “Delay to 70” Rule: Integrating Risk, Behavior, + Utility into Social Security Advice

Webinar
Dec 3
1 min →
Webinar · Dec 3 · 1 min
Webinars

Data Entry is Dead. How AI is Transforming Advisor Workflows

Webinar
Oct 28
1 min →
Webinar · Oct 28 · 1 min
Product Updates

Income Lab Introduces AI Features to Cut Planning Time

By John Manganaro Income Laboratory, a retirement planning software provider, has introduced a suite of artificial intelligence tools designed to save...

Product Update
Oct 20
2 min →
Product Update · Oct 20 · 2 min
Product Updates

Income Lab Unveils Game-Changing AI Suite to Transform Advisor Efficiency and Client Engagement

DENVER–(BUSINESS WIRE)–Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced the launch of an innovative suite...

Product Update
Oct 16
3 min →
Product Update · Oct 16 · 3 min
Education

Social Security & Retiring Abroad: How to Guide Clients with Confidence

How to Guide Clients Who Plan to Retire Abroad on Social Security Eligibility More Americans are considering international retirement than...

Guide
Oct 10
5 min →
Guide · Oct 10 · 5 min
Webinars

Behavior-Focused Retirement Planning

Webinar
Sep 25
1 min →
Webinar · Sep 25 · 1 min
Education

How To Talk to Clients and Prospects About Social Security

Guide
Aug 27
1 min →
Guide · Aug 27 · 1 min
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