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
Webinars

Think Claiming Social Security at 70 Is Always Best? Think Again

Webinar
May 28
1 min
Webinar · May 28 · 1 min
Product Updates

Is Waiting Until 70 Too Simplistic? Income Lab’s New Social Security Optimizer Challenges the Status Quo

DENVER–(BUSINESS WIRE)–Income Lab, the #1-rated retirement income planning software two years in a row, today announced the launch of a...

Product Update
May 28
2 min
Product Update · May 28 · 2 min
Webinars

Transform Your Retirement Planning

Webinar
May 2
1 min
Webinar · May 2 · 1 min
Webinars

Bringing Retirement Strategies To Life: Using Historical Market Visualizations To Drive Client Understanding And Belief In Retirement Plans

Webinar
Apr 30
1 min
Webinar · Apr 30 · 1 min
Product Updates

Income Lab: Retirement Planning Just Got Faster and Easier for Advisors Who Custody With Schwab Advisor Services™

DENVER–(BUSINESS WIRE)–Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced a new upgraded integration between Income Lab and...

Product Update
Apr 21
2 min
Product Update · Apr 21 · 2 min
Webinars

RMDs & Annuities: How Advisors Can Optimize Withdrawals & TaxPlanning | Income Lab

RMDs and Annuities: How Advisors Can Optimize Withdrawals and Tax Planning Retirees face many financial decisions, but few are as...

Webinar
Apr 15
3 min
Webinar · Apr 15 · 3 min
Webinars

Using Historical Market Visualizations To llustrate Retirement Strategies

Executive Summary For many financial advisors, a core part of the retirement planning process involves simulating whether the client’s assets...

Webinar
Apr 15
3 min
Webinar · Apr 15 · 3 min
Product Updates

Annuity Withdrawal Strategies for Financial Advisors | Income Lab

How to Create an Effective Annuity Withdrawal Plan: Key Steps for Financial Advisors Planning annuity withdrawals is a fundamental aspect...

Product Update
Apr 2
4 min
Product Update · Apr 2 · 4 min
Product Updates

Leveraging Scenario Analysis for Retirement Income Planning |Income Lab

Leveraging Scenario Analysis for Long-Term Client Planning: Tips & Examples When it comes to helping clients plan for the future,...

Product Update
Apr 2
4 min
Product Update · Apr 2 · 4 min
Webinars

Elevate Your Financial Planning: A Modern, Client-Centric Approach

Webinar
Apr 1
1 min
Webinar · Apr 1 · 1 min
Education

Introducing Income Lab Academy: Hands-On Training to Elevate Your Practice

At Income Lab, we’re always looking for ways to better support our growing community of users. That’s why we’re thrilled...

Guide
Mar 18
2 min
Guide · Mar 18 · 2 min
Webinars

What if your capital market assumptions are wrong?

Webinar
Feb 5
1 min
Webinar · Feb 5 · 1 min
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