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
Education

Social Security Masterclass Series: The Psychology of Social Security Claiming

Guide
Aug 13
1 min →
Guide · Aug 13 · 1 min
Product Updates

Income Lab and Independent Advisor Alliance Partner to Power Personalized Retirement Planning for Advisors

DENVER–(BUSINESS WIRE)–Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced a strategic partnership with Independent Advisor Alliance (IAA),...

Product Update
Aug 7
2 min →
Product Update · Aug 7 · 2 min
Education

Social Security Masterclass Series: Navigating SS planning with spousal, divorce & survivor benefits

Guide
Aug 6
1 min →
Guide · Aug 6 · 1 min
Education

Social Security Masterclass Series: Taxation of Social Security

Guide
Jul 30
1 min →
Guide · Jul 30 · 1 min
Education

Social Security Masterclass Series: The Underappreciated Risks of Social Security Claiming

Guide
Jul 25
1 min →
Guide · Jul 25 · 1 min
Product Updates

Navigating Widow and Survivor Social Security Benefits for Clients |Income Lab

Helping Clients Navigate Survivor and Widow(er) Social Security Benefits The loss of a spouse is emotionally devastating, and often financially...

Product Update
Jul 14
4 min →
Product Update · Jul 14 · 4 min
Product Updates

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...

Product Update
Jul 14
3 min →
Product Update · Jul 14 · 3 min
Product Updates

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...

Product Update
Jul 14
3 min →
Product Update · Jul 14 · 3 min
Webinars

How Accurate are Monte Carlo Forecasts in Retirement Income Planning?

Webinar
Jun 25
1 min →
Webinar · Jun 25 · 1 min
Webinars

How Income Lab’s New Social Security Optimizer Challenges the Status Quo

Webinar
Jun 12
1 min →
Webinar · Jun 12 · 1 min
Webinars

From Panic to Poise – Mastering Client Conversations in Market Downturns

Webinar
Jun 4
1 min →
Webinar · Jun 4 · 1 min
Webinars

Live Case Study Featuring Russ Thornton

Webinar
May 29
1 min →
Webinar · May 29 · 1 min
Showing 37 – 48 of 179 resources
Filtered by: All categories
1 2 3 4 5 6 … 15

See How It Works With Your Client Scenarios

30-minute personalized walkthrough. No commitment.

Book a Walkthrough