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
Product Updates

Income Lab Launches Life Hub As A Stand-Alone Product To Make Planning More Accessible For Financial Advisors And Their Clients

Income Lab Launches Life Hub As a Stand-Alone Product To Make Planning More Accessible.

Product Update
Jan 23
3 min
Product Update · Jan 23 · 3 min
Product Updates

Streamline retirement income management with Altruist + Income Lab

Advisors, we are thrilled to share that the Altruist + Income Lab integration is now live. Retirement income planning and...

Product Update
Nov 29
2 min
Product Update · Nov 29 · 2 min
Product Updates

A Look Inside Our Brand Refresh Journey

Earlier this year our team sat down to refine our mission and vision for Income Lab. Helping retirees unlock their...

Product Update
Nov 28
2 min
Product Update · Nov 28 · 2 min
Product Updates

Income Lab Selects BridgeFT’s WealthTech API to Provide Access to Custodial Data

Income Lab Selects BridgeFT’s WealthTech API to Provide Access to Custodial DataThrough a Single Integration The integration allows Income Lab...

Product Update
Nov 14
3 min
Product Update · Nov 14 · 3 min
Education

How Sequence-Of-Inflation Risk Impacts Retirees Beyond Just Sequences of Returns

About 3 decades ago, a shift began in financial planning from modeling investment returns as constant, using straight-line appreciation and...

Guide
Sep 27
12 min
Guide · Sep 27 · 12 min
Product Updates

2X WINNER, INCOME LAB “NAMED BEST IN SHOW” AT THE XYPN LIVE ADVISOR TECH EXPO

Six emerging FinTech companies showcased the latest technology innovations in Financial Planning that will directly impact the delivery of financial...

Product Update
Sep 27
4 min
Product Update · Sep 27 · 4 min
Education

Bob Veres of Inside Information covers Income Lab in the July edition of his newsletter, Inside Information

Bob Veres of Inside Information (https://bobveres.com) wrote about Income Lab in his July newsletter to his subscribers. Here’s what Bob...

Guide
Aug 22
10 min
Guide · Aug 22 · 10 min
Education

Income Lab – Morningstar Investment Conference FinTech Expo 2023

Justin Fitzpatrick, PhD, CFA, CFP® and Co-founder of Income Lab had the opportunity to present at Morningstar Investment Conference this...

Guide
Jun 14
1 min
Guide · Jun 14 · 1 min
Education

The Kitces Latest In Financial #AdvisorTech Highlights Income Lab’s Retirement Stress Test (June 2023)

Income Lab Launches Retirement Stress Test As A Monte Carlo Alternative “Retirement income planning platform Income Lab has released a...

Guide
Jun 14
1 min
Guide · Jun 14 · 1 min
Education

How Stress Testing Retirement Plans Builds Client Confidence

“Stress tests that illustrate spending and adjustments are invaluable for improving advice, client experiences, and client confidence.” – Justin Fitzpatrick,...

Guide
Jun 5
1 min
Guide · Jun 5 · 1 min
Product Updates

Tool Tests If Retirement Plans Can Survive Past Crises

Financial Advisor magazine highlights Income Lab’s retirement stress test. “Income Lab, a retirement income management software firm, has released a...

Product Update
Jun 5
1 min
Product Update · Jun 5 · 1 min
Product Updates

Income Lab Debuts Retirement Stress Test Tool

WealthManagement.com highlighted the launch of our ground-breaking new retirement income stress test. Below are some key features of the retirement stress...

Product Update
May 18
1 min
Product Update · May 18 · 1 min
Showing 37 – 48 of 95 resources
Filtered by: Product Updates
1 2 3 4 5 6 8

See How It Works With Your Client Scenarios

30-minute personalized walkthrough. No commitment.

Book a Walkthrough