Research Center
Guides, strategies, and analysis for retirement planning professionals
From Panic to Poise – Mastering Client Conversations in Market Downturns
Live Case Study Featuring Russ Thornton
Think Claiming Social Security at 70 Is Always Best? Think Again
Is Waiting Until 70 Too Simplistic? Income Lab’s New Social Security Optimizer Challenges the Status Quo
DENVER–(BUSINESS WIRE)–Income Lab, the #1-rated retirement income planning software two years in a row, today announced the launch of a...
Transform Your Retirement Planning
Bringing Retirement Strategies To Life: Using Historical Market Visualizations To Drive Client Understanding And Belief In Retirement Plans
Income Lab: Retirement Planning Just Got Faster and Easier for Advisors Who Custody With Schwab Advisor Services™
DENVER–(BUSINESS WIRE)–Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced a new upgraded integration between Income Lab and...
RMDs & Annuities: How Advisors Can Optimize Withdrawals & TaxPlanning | Income Lab
RMDs and Annuities: How Advisors Can Optimize Withdrawals and Tax Planning Retirees face many financial decisions, but few are as...
Using Historical Market Visualizations To llustrate Retirement Strategies
Executive Summary For many financial advisors, a core part of the retirement planning process involves simulating whether the client’s assets...
Annuity Withdrawal Strategies for Financial Advisors | Income Lab
How to Create an Effective Annuity Withdrawal Plan: Key Steps for Financial Advisors Planning annuity withdrawals is a fundamental aspect...
Leveraging Scenario Analysis for Retirement Income Planning |Income Lab
Leveraging Scenario Analysis for Long-Term Client Planning: Tips & Examples When it comes to helping clients plan for the future,...
Elevate Your Financial Planning: A Modern, Client-Centric Approach
See How It Works With Your Client Scenarios
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