Research Center

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

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