Research Center
Guides, strategies, and analysis for retirement planning professionals
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...
Is Your Planning Software Keeping Up with the Latest Tax Changes?
State taxes aren’t a footnote — they’re part of the plan At Income Lab, our job is to help financial...
Income Lab Teams Up with Cetera to Deliver Scalable, Tax-Smart Retirement Planning Tools to Advisors
DENVER, CO – December 15, 2025 – Income Laboratory, Inc. (Income Lab), the award-winning provider of dynamic, tax-smart retirement planning...
The Future of Retirement Planning: How AI Supports Smarter Client Conversations
The pressure on financial advisors has never been higher. Clients expect more clarity, more personalization, and more proactive guidance about...
Rethinking the “Delay to 70” Rule: Integrating Risk, Behavior, + Utility into Social Security Advice
Data Entry is Dead. How AI is Transforming Advisor Workflows
Income Lab Introduces AI Features to Cut Planning Time
By John Manganaro Income Laboratory, a retirement planning software provider, has introduced a suite of artificial intelligence tools designed to save...
Income Lab Unveils Game-Changing AI Suite to Transform Advisor Efficiency and Client Engagement
DENVER–(BUSINESS WIRE)–Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced the launch of an innovative suite...
Social Security & Retiring Abroad: How to Guide Clients with Confidence
How to Guide Clients Who Plan to Retire Abroad on Social Security Eligibility More Americans are considering international retirement than...
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