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, the retirement income management software provider, launches revolutionary and timely Retirement Stress Test tool for Financial Advisors

The first realistic retirement stress test that increases clients’ confidence, not their anxiety. Income Lab, the leading provider of retirement...

Product Update
May 17
1 min
Product Update · May 17 · 1 min
Product Updates

Revolutionary Retirement Stress Test for Financial Advisors from Income Lab

Income Lab, the recently awarded “Highest-Rated Retirement Distribution Planning Tool” by the 2023 T3/Inside Information Advisor Software Survey, launched fintech’s first historical...

Product Update
Apr 28
3 min
Product Update · Apr 28 · 3 min
Education

How Different Monte Carlo Models Perform In The Real World: Assessing Quality Of Predictiveness In Retirement Income Forecasting Models

It’s natural to assume retirement planning forecasts are reasonably good -but are they really? Check out the latest Kitces article...

Guide
Apr 25
1 min
Guide · Apr 25 · 1 min
Product Updates

Highest Advisor-Rated Retirement Distribution Planning Tool – Income Lab

“Income Lab is the most comprehensive and sophisticated retirement income solution in the current fintech landscape. Not only does it...

Product Update
Apr 11
1 min
Product Update · Apr 11 · 1 min
Education

The Kitces Latest in Financial Advisor Tech Highlights Income Lab (December 2022)

Have you heard the announcement in the Kitces.com “Latest In Financial Advisor Tech?” Check out the exciting news below and...

Guide
Dec 7
1 min
Guide · Dec 7 · 1 min
Education

The Model FA Podcast “Leveraging Retirees’ Superpowers” with Justin Fitzpatrick

On the most recent episode of the Model FA podcast, Income Lab’s Co-Founder Justin Fitzpatrick, PhD, CFA, CFP® joined David DeCelle to discuss retirement income...

Guide
Nov 4
1 min
Guide · Nov 4 · 1 min
Education

The Perfect RIA’s “What Works Wednesday” Podcast – Dynamic Retirement Income Planning

On the most recent episode from The Perfect RIA’s “What Works Wednesday” podcast, Justin Fitzpatrick, PhD, CFA, CFP® from Income Lab joins Matt...

Guide
Oct 28
1 min
Guide · Oct 28 · 1 min
Product Updates

Introducing the winner of the #XYPNLIVE 2022 AdvisorTech Expo: Life Hub by Income Lab!

Statement from the CEO: “We are thrilled to have won the XY Planning Network 2022 XYPN AdvisorTech Expo and excited...

Product Update
Oct 12
1 min
Product Update · Oct 12 · 1 min
Education

The Most Tax-Friendly States For Retirees: How To Compare State Income Tax Options For Retiring Clients

There is a new article on “The Most Tax-Friendly States For Retirees: How To Compare State Income Tax Options For...

Guide
Sep 29
1 min
Guide · Sep 29 · 1 min
Education

Taxes and Software with Justin Fitzpatrick

Income Lab co-founder Justin Fitzpatrick joins the Retirement Tax Services Podcast to share his angle on how taxes fit into...

Guide
Sep 20
1 min
Guide · Sep 20 · 1 min
Education

Retirees – Stop Under-spending in Your Go Go Years

The Retirement Planning Podcast with Kevin Lao  featured Income Lab Co-founder, Justin Fitzpatrick, PhD, CFA, CFP® . “Creating a dynamic spending plan combined with...

Guide
Sep 20
1 min
Guide · Sep 20 · 1 min
Education

See how the market impacts future spending, not just account balance

Money Life with Chuck Jaffe featured Income Lab Co-founder, Justin Fitzpatrick on their most recent podcast episode, “See how the...

Guide
Aug 3
1 min
Guide · Aug 3 · 1 min
Showing 49 – 60 of 95 resources
Filtered by: Product Updates
1 3 4 5 6 7 8

See How It Works With Your Client Scenarios

30-minute personalized walkthrough. No commitment.

Book a Walkthrough