Research Center
Guides, strategies, and analysis for retirement planning professionals
Retirees Have A Superpower
Morningstar’s “The Long View” Podcast with Christine Benz and Jeffrey Ptak recently featured Income Lab’s co-founder Justin Fitzpatrick. They had...
A dynamic approach to decumulation planning
Income Lab’s co-founder Justin Fitzpatrick was recently featured on the Fintech Impact podcast with Jason Pereira. They had a great...
Reframing Monte Carlo Results To Increase Trust In Dynamic Retirement Spending
Today, Kitces published a great article co-authored by Derek Tharp, Ph.D., CFP®, CLU®, RICP®. Throughout the article Derek explains a major issue...
Breaking News! Retirement Income Journal Highlights Life Hub
Life Hub was highlighted by the Retirement Income Journal! Below are some of the main points about Life Hub. View...
Income Lab Launches Life Hub, a Next-Gen, Interactive Retirement Planning Tool for Financial Advisors
“Income Lab’s Life Hub tool is a welcome innovation, helping financial advisors to build more realistic and adaptable financial plans...
The Gamification of Monte Carlo: How to Incentivize Proactive (Not Reactive) Retirement Spending Goals
Kitces published a great article authored by Derek Tharp, Senior Advisor to Income Lab. In the article Derek explains how...
How Monte Carlo Can Understate Retirement Income Risk Compared To Historical Simulation
Kitces published a great article co-authored by Derek Tharp and Income Lab co-founder, Justin Fitzpatrick. In the article they explore...
Simplifying Retirement Income Planning Visualization Using The ‘Spending Risk Curve’
Today, Kitces published a great article co-authored by Derek Tharp and Income Lab co-founder, Justin Fitzpatrick. Here are a few...
Income Lab Establishes Research Council to Advance Retirement Income Analysis and Education
We are excited to announce the launch of the Income Lab Research Council. The Research Council aims to contribute both...
How Retirees Can Lose as the Gamification of Monte Carlo Analysis Proliferates
Barron’s published a great article in which Jeff Brown and Income Lab co-founder Johnny Poulsen argue that gamification of Monte...
Will Higher Inflation Harm Retirees?
Income Lab’s co-founder and CIO, Justin Fitzpatrick, wrote an article that was featured in Advisor Perspectives. In his article Justin...
7 Pro-Tips for More Dynamic Retirement Planning
Income Lab’s co-founder and chief innovation officer Justin Fitzpatrick joined Jeremy Keil, Financial advisor at Keil Financial Partners, on the...
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