Research Center
Guides, strategies, and analysis for retirement planning professionals
Retirement Cash Flow Planning: A Step-by-Step Guide for Advisors
Advisor Summary: Retirement cash flow planning maps every dollar of income and expense across the full retirement timeline, showing clients...
Best Roth Conversion Software for Financial Advisors (2026)
Advisor Summary: The best Roth conversion software for financial advisors in 2026 depends on practice type. For retirement distribution specialists,...
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...
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,...
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...
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)...
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...
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,...
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...
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...
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...
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...
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