Research Center
Guides, strategies, and analysis for retirement planning professionals
How Accurate are Monte Carlo Forecasts in Retirement Income Planning
Income Lab’s Justin Fitzpatrick and Derek Tharp share research and insights on the accuracy of different Monte Carlo forecasts in...
How and why to move beyond “Probability of Success” in retirement planning webinar featuring: Jeff Brown, President of Stratos Private Wealth, Jamie Hopkins, Managing Partner of Wealth, David Blanchett, Managing Director, Head of Retirement
Monte Carlo simulations and “Probability of Success” were important innovations in financial planning more than two decades ago. But it’s...
“Presenting Income Lab to Clients” Panel webinar featuring: Cody Crawford, NSSA® Beth Agnello, CFP® Riley Anderson, CPA
We’ll cover questions like: “How do I talk with my clients about their Income Lab plans?” “How do I explain...
“Using Income Lab with Your Tech Stack” Panel webinar featuring: Derek Tharp, PhD, CFP®, CLU®, RICP® Jonathan A. Murdock, CFP®, CPWA® Keith Spencer, CFP®
One of our most requested topics is here! Hear how a panel of your peers use Income Lab with their...
“Presenting Income Lab to Clients” Panel Webinar featuring: Andy Anderson, CFP Ryan Townsley, CFP John “J.C.” Corrigan, CFP
Hear how your fellow advisors drive great client experiences with Income Lab. We’ll cover questions like:“How do I talk with...
Are Monte Carlo Simulations Good Predictors of Retirement Outcomes?
“Retirement planning depends heavily on probabilistic forecasts (usually via Monte Carlo simulations), but few have stopped to ask whether these...
Using Economic Data to Inform Retirement Income Advice (December 2022)
Economic data are very difficult to apply to short-term investment decisions, but research shows that these data are much more...
Retirement Distribution Hatchet CE Webinar
September CFP CE Webinar: “The Retirement Distribution Hatchet” hosted by Justin Fitzpatrick, PhD, CFA, CFP® and Derek Tharp, Ph.D., CFP®, CLU®, RICP®.s. Important points:...
Exploring Income Lab with Sample Households
In this webinar we run through a typical workflow for building, evaluating, and implementing an Income Lab dynamic retirement income...
Using Economic Data to Inform Retirement Income Advice
Economic data are very difficult to apply to short-term investment decisions, but research shows that these data are much...
Life Hub Launch Webinar
Life Hub ties these together truly dynamic income planning and tax-smart distribution planning by allowing advisors and clients to create,...
New Ways to Evaluate the Retirement Risk/Return Trade-Off – (May 24th, 2022)
Every retirement income plan carries some level of risk – that is, some chance that a downward adjustment will be...
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