Research Center

Product Updates

Income Lab Appoints Michael Kothakota, Ph.D. of WolfBridge Wealth to its Board of Advisors

We are thrilled to welcome the newest addition to the Board of Advisors, Michael Kothakota, Ph.D. of WolfBridge Wealth. As...

Product Update

Jul 31

1 min →

Product Update · Jul 31 · 1 min

Webinars

Income Lab Featured Integration: Redtail Technology

Webinar

Jul 22

1 min →

Webinar · Jul 22 · 1 min

Webinars

Case Studies in Retirement Income Planning and Management

Webinar

Jun 26

1 min →

Webinar · Jun 26 · 1 min

Webinars

Differentiating Your Practice with Tax-Smart Planning

Webinar

Jun 19

1 min →

Webinar · Jun 19 · 1 min

Webinars

Tax-Smart Distribution Planning – Part 2

Webinar

Jun 12

1 min →

Webinar · Jun 12 · 1 min

Webinars

Tax-Smart Distribution Planning – Part 1

Webinar

May 29

1 min →

Webinar · May 29 · 1 min

Webinars

Retirement GPS Part 2 – Monitoring and Managing Plans

Webinar

May 10

1 min →

Webinar · May 10 · 1 min

Webinars

Retirement GPS Part 1 – Building and Presenting Plans

Webinar

Apr 25

1 min →

Webinar · Apr 25 · 1 min

Product Updates

Income Lab: On A Mission To Change How Retirement Is Lived

How Wealthtech Can Drive Greater Accuracy While Removing Fear From Retirement Planning Justin Fitzpatrick, Chief Innovation Officer of Income Lab,...

Product Update

Apr 17

2 min →

Product Update · Apr 17 · 2 min

Webinars

Retirement Income Planning and Client Psychology

Webinar

Apr 16

1 min →

Webinar · Apr 16 · 1 min

Product Updates

‘Probability of Success’ Doesn’t Mean What Your Clients Think It Means

When advisors talk about the “success” of a retirement income plan, clients naturally think it means something like “living a...

Product Update

Mar 29

1 min →

Product Update · Mar 29 · 1 min

Product Updates

Why Guyton-Klinger Guardrails Are Too Risky For Most Retirees (And How Risk-Based Guardrails Can Help)

EXECUTIVE SUMMARY One way financial advisors can add value for retiring clients is to estimate how much they can spend...

Product Update

Mar 27

3 min →

Product Update · Mar 27 · 3 min