Research Center
Guides, strategies, and analysis for retirement planning professionals
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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