Research Center
Guides, strategies, and analysis for retirement planning professionals
Category
Title
Type
Date
Time to Read
Webinars
Behavior-Focused Retirement Planning
Webinar
Sep 25, 2025
1 min →
Education
How To Talk to Clients and Prospects About Social Security
Guide
Aug 27
1 min →
Education
Social Security Masterclass Series: The Psychology of Social Security Claiming
Guide
Aug 13
1 min →
Product Updates
Income Lab and Independent Advisor Alliance Partner to Power Personalized Retirement Planning for Advisors
DENVER–(BUSINESS WIRE)–Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced a strategic partnership with Independent Advisor Alliance (IAA),...
Product Update
Aug 7
2 min →
Education
Social Security Masterclass Series: Navigating SS planning with spousal, divorce & survivor benefits
Guide
Aug 6
1 min →
Education
Social Security Masterclass Series: Taxation of Social Security
Guide
Jul 30
1 min →
Education
Social Security Masterclass Series: The Underappreciated Risks of Social Security Claiming
Guide
Jul 25
1 min →
Product Updates
Survivor and Widow(er) Social Security Benefits: An Advisor’s Guide
Advisor Summary: A surviving spouse can receive 71.5% to 100% of the deceased worker’s Social Security benefit, depending on claiming...
Product Update
Jul 14
23 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 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 →
Webinars
How Accurate are Monte Carlo Forecasts in Retirement Income Planning?
Webinar
Jun 25, 2025
1 min →
Webinars
How Income Lab’s New Social Security Optimizer Challenges the Status Quo
Webinar
Jun 12, 2025
1 min →
Showing 61 – 72 of 205 resources
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