Research Center
Guides, strategies, and analysis for retirement planning professionals
Financial Advisors Guide to Life-Cycle Financial Planning
This article will introduce the life-cycle approach to financial planning, showing how it can be personalized to align with clients'...
Income Lab Launches Innovative Annuity Features to Enhance Retirement Planning
These interactive annuity tools help clients thoroughly evaluate and understand how annuities work, empowering them to make more informed decisions....
Assessing Both Longevity AND Mortality Risk For More Effective Retirement Plans
EXECUTIVE SUMMARY A common concern many individuals have when contemplating retirement spending is that they may live longer than expected...
Income Lab Appoints Michael Kothakota, Ph.D. of WolfBridge Wealth to its Board of Advisors
We are thrilled to welcome the newest addition to the Board of Advisors, Michael Kothakota, Ph.D. of WolfBridge Wealth. As...
Income Lab: On A Mission To Change How Retirement Is Lived
How Wealthtech Can Drive Greater Accuracy While Removing Fear From Retirement Planning Justin Fitzpatrick, Chief Innovation Officer of Income Lab,...
‘Probability of Success’ Doesn’t Mean What Your Clients Think It Means
When advisors talk about the “success” of a retirement income plan, clients naturally think it means something like “living a...
Why Guyton-Klinger Guardrails Are Too Risky For Most Retirees (And How Risk-Based Guardrails Can Help)
EXECUTIVE SUMMARY One way financial advisors can add value for retiring clients is to estimate how much they can spend...
Elevate Your Retirement Income Planning with Award-Winning Advisor, Jason Juhl of Carson Wealth
Are you ready to take your practice to the next level and support your clients not only to retirement but...
Reframing Risk In Retirement As “Over- And Under-Spending” ToBetter Communicate Decisions To Clients, And Finding “Best Guess”Spending Level
EXECUTIVE SUMMARY Over the past few decades, advicers have used Monte Carlo analysis tools tocommunicate to clients if their assets...
How Communicating Guardrails Withdrawal Strategies Can Improve Client Experience And Decrease Stress
EXECUTIVE SUMMARY Monte Carlo simulations have become a central method of conducting financial planning analyses for clients and are a...
New Integration Between Income Lab and PreciseFP Boosts Confidence for Retirees
API-driven integration streamlines advisors’ client data gathering and retirement planning efforts by synchronizing data between PreciseFP and Income Lab HOLMDEL,...
Income Lab Ranked #1 Retirement Distribution Planning Tool and Technology All-Star in 2024 Advisor Software Survey from T3 Technology Tools for Today and Inside Information
The results and key findings of the annual technology survey and report, produced by Joel Bruckenstein of T3 Technology Tools...
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