Resources
Enhance your knowledge on Retirement Income Planning through our published research articles, Lab Notes, videos, and webinars
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Reducing Retirement Risk By Managing Communication Outrage
Excited to have our co-founder and Chief Innovation Officer Justin Fitzpatrick featured as a guest author on the...
What’s Cooking at ‘Income Lab’?
Our Co-Founders Johnny Poulsen and Justin Fitzpatrick were recently featured by the Retirement IncomeJournal! In the...
Value-Ability Podcast with Danforth Fleak
Recently Danforth Fleak of the Value-Ability podcast interviewed our Income Lab co-founders, Johnny Poulsen and Justin...
Save on State Taxes by Splitting Retirement Income
Smart retirement planning includes taking advantage of a maze of complex – but ultimately favorable – state tax...
Annual Guide to State Taxes in Retirement
There is never a bad time to start planning for tax season, which is why now is a good time to read our Guide...
In Retirement, Your State Tax Bill Could be Zero
If you search for information on state personal income taxes, you’ll likely find a list that focuses on the highest...
Value of Retirement Planning as an Ongoing Service
Set your practice apart with retirement planning as an ongoing service. Our research explores the value gained...
Appointment of Derek Tharp to Board of Advisors
Denver, Colorado – August 3, 2020 – Income Lab announced today the appointment of Derek Tharp, Lead Researcher and...
A Stock Indicator that can Improve Retirement Income Decisions
In times of economic turmoil, it’s helpful to know that there is a long-term stock market indicator that can help us...
How Do Black Swan Events Affect Retirement Income?
The term “Black Swan” has become a shorthand in finance for a large, sudden market drop.1 The dramatic stock market...
What do Unemployment Claims Mean for Retirement Income?
In the last two weeks, the U.S. Department of Labor has released the highest weekly initial unemployment claims...
Response and Insights to the COVID-19 Pandemic
Like most in the country and the world, our most urgent concerns surround the health and wellbeing of our communities...

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